Order report

On this page you will learn more about the various reports in the Order Business Insights report.

Order report

To access the order report, first navigate to the products section by clicking on ‘orders’ in the top menu. Then click on the ‘business insights’ button (image 1).

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The resulting page (image 2) provides an overview of all your orders and specific details such as order ID, date, customer name, channel, value, promotions, shipping methods, payment method, units per order, and order status.

To go to the order in the OMS, you can click on the date and a new tab will open with the order detail page.

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Sorting data

The report can be sorted by clicking on one of the headers in the grey bar. Click e.g. on date, to see your newest or oldest refunds first (image 3).

How to filter your data to fine tune your report

On the right side of the report you will find a panel with different filters (image 4). Adding a filter to your report will affect the records that appear and narrows down what data displays. This allows you to fine tune your report.

You can use multiple filters to display the data that meets your criteria. For example, you can set the date to the last month. Additionally, you can select certain channels where products were sold, or you can choose to filter on SKUs.

You will notice that certain filters also allow you to select a filter type (image 5), When opening the dropdown of filter type, you can choose between basic filtering and advanced filtering:

1. ‘Basic filtering’ shows specific values for that filter, and you will be able to select your options by ticking a checkbox.

2. When you are using ‘advanced filtering’, you can add specific criteria. As you enter new criteria, choosing the AND or OR to add multiple criteria. Use AND to narrow your report and find records that match all of the values you enter. Use OR to broaden your results to include matches for either the first value or the second value.

Three reports in one

The order report consists of three reports:

1. a report on order details

2. a report on pending refunds and,

3. a report on promotions

You will be able to switch between the reports by clicking on the three buttons at the top right. To go back to the main report (the order detail report), click on the arrow on the top left (image 6).

Pending Refunds

Navigate to the ‘Pending Refunds’ report to view more details on your order refunds. The report displays data on order number and order ID, PSP, dates, amount PSP return message and its status.

When you hover over the report, you will notice a few icons appearing at the top right. These icons provide more options to sort your data, filter your data and most importantly export your data. Simply click the three dots and select export data to download an excel file or csv file (image 7).

Each order can be viewed in detail by clicking on the expansion icon (image 8). Below the order number, a new line will appear including the order ID.

To go to the order in the OMS, you can click on the PSP type and a new tab will open with the order detail page.

Promotions

Navigate to the ‘Promotions’ report to view more details on all your promotions (image 9).

The report displays the results of your promotions. You will be able to read the total amount of with and without discount. It also displays a graph visualising your promotions in terms of performance. Below the graph there are two tables. The first covers information on order ID, date, customer details, promotion and channel details. The second table shows all products that have been sold during promotions.

When you hover over each of the sections in the report, you will notice a few icons appearing at the top right of that section. These icons provide more options to sort your data, filter your data and most importantly export your data. Simply click the three dots and select export data to download an excel file or csv file (image 10).