The Order Report breaks down sales data at the transaction level, giving you visibility into the financial impact of each order within a given time period.
📋 This article covers the updated Order Report. If you have questions about the transition, see New Reports Experience — What's Changed.
Running the Report
Select a date range to run the report. You can apply filters before or after selecting your dates
Preset date ranges available: Today, Yesterday, Last 7 Days, Month to Date, Last Month, Year to Date, Last Year
Use the Filters button to narrow results by:
Locations
Sales Channels
Order Status — Completed, or Open & Partial Orders
Summary Tiles
The tiles at the top of the report provide a quick snapshot of your results for the selected date range.
Orders — Total number of transactions.
Discounts — Sum of all discounts applied.
Refunds — Sum of all refunds.
Net Sales Tax — Gross Sales Tax minus Refunded Sales Tax.
Total — Sum of all Order Totals.
Net Sales — Order Total minus Gross Sales Tax, Shipping, and Refunds.
Net COGS ($) — Gross COGS minus Refunded COGS.
Net Profit ($) — Gross Profit minus Refunded Profit.
Columns
Use the Manage Column button to show or hide columns.
Column | Definition |
Order | Order ID as reported by the sales provider |
Location | Location where the order was placed |
Integration | Sales channel or integration that processed the order |
Status | Order status: Open, Partially Complete, or Complete |
Opened | Date and time the order was opened |
Completed | Date and time the order was completed |
Updated | Date and time the order was last updated by the sales provider |
Order Total | Order total including sales tax; excludes tips |
Paid | Total amount paid by the customer |
Unpaid | Order Total minus Paid |
Total Discounts | Total line-item discounts plus order-level discounts |
Refunds | Total line-item and order refunds; excludes refunded taxes and fees |
Gross Sales | Total sales before refunds; excludes tax |
Gross Sales Tax | Total sales tax applied to the order |
Refunded Sales Tax | Total sales tax refunded |
Net Sales Tax | Gross Sales Tax minus Refunded Sales Tax |
Net Sales | Order Total minus Gross Sales Tax, Shipping, and Refunds |
Tips | Total tips added to the order |
Fees | Transaction fee, if reported by the sales provider |
Shipping | Total charged for shipping |
Shipping Discount | Total discounts applied to the shipping fee |
Shipping Tax | Total tax charged on shipping |
Refunded Shipping | Total refunded for shipping |
Refunded Shipping Tax | Total shipping sales tax refunded |
Employee | Employee associated with the order, if reported by the sales provider |
Device | Device used for the sale, if reported by the sales provider |
Gross COGS | Sum of cost of goods sold for each line item, before refunds |
Gross Profit | Gross Sales minus Gross COGS |
Gross Profit Margin | Gross Profit ÷ Gross Sales |
Net COGS | Gross COGS minus Refunded COGS |
Net Profit | Gross Profit minus Refunded Profit |
Net Profit Margin | Net Profit ÷ Net Sales |
Refunded COGS | Cost of goods for refunded units |
Refunded Profit* | Total profit lost to refunds |
Viewing Individual Transactions
To view the details of a specific order, click the link next to the integration logo or invoice icon on that row. This opens the full transaction receipt from your sales provider.
Exporting & Scheduling
Click the Download button to export the report.
Available options:
PDF — Full report as a PDF
CSV — Full report as a CSV
Summary PDF — Column totals only
Summary CSV — Column totals only
To schedule reports, click Actions > Schedule Report.
Things to Note
Click any column header to re-sort the report.
The Order Report does not show product-level data. For a product breakdown, see the Product Sales Report.
COGS pulls from lot costs. If a margin looks off, check your lot costs.
Reports spanning more than a month cannot be scheduled.