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Select Reports >
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then click on Customers >
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then click on Order Summary:
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Select
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the information pertaining to the order(s) you are looking for in
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the Filters section the click the green Go button:
Scroll down
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the Order Summary Report
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page to view the data. By default the table will display the data By Campaign.
Click on the By Product tab to see orders listed by product:
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Click on the Order Summary By Source
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tab to see orders by source:
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Campaign / Product / Source : Report Sorting Type
Order Summary Report Details
Partials : Number of Partials
Conv. % : ((Number of Sales)/(Number of Declines + Number of Partials + Number of Sales))*100
Declines : Number of Declines
Decline % : (Number of Declines)/(Number of Declines + Number of Sales)
Sales : Number of Sales
Sales % : (Number of Sales)/(Number of Sales + Number of Declines)
Sales Total : Total amount of successful sales
Upsells : Number Of Upsells
Upsell Total : Total amount of successful upsells
Refund Amt. : Total amount of all refunds for sales and upsells
Shipping : Total amount of all shipping and shipping upcharges for successful transactions
Sales Tax : Total amount of sales tax for all successful transactions
Net Rev. : Total amount of all succesful transactions - Total amount of refunds
Avg Ticket : (Total amount of successful sales) / (# of Sales)
Enhancements:
A new export option has been added to the By Source export to allow to export by utm-campaign. When the CRM has the utm-campaign enabled, you will not be able to export by this field.