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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 see

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the Order Summary By Campaign

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 tab:

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Click

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 on the Order Summary By Product

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 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

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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.

Info

This report does NOT take rebills into account.