• Select Reports > then click on Customers > then click on Order Summary:**

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• Select the information pertaining to the order(s) you are looking for in the Filters section the click the green Go button:

Scroll down the Order Summary Report page to see the Order Summary By Campaign tab:

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• Click on the Order Summary By Source tab to see orders by source:

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The Order Summary Report is found under Reports → Customers → Order Summary

This report is designed to give you an overall summary of the orders found on the Order Details Report.

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Use the Date Range and Filter selections to determine what the report will display data for. Click the green Search button once you have made your filter selections.

Once a search is submitted, scroll down to view the charts and data tables.

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The charts provide a visual representation for the amount of Partials, Sales, Declines, and Upsells that fit within the filters you’ve selected. You may select to view the chart as a bar graph, line graph, or pie chart.

The data table can be viewed By Campaign, By Product, By Campaign Product, and By Source

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Order Summary Report - Table Definitions

• 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)

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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.