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  • 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 Product tab to see orders listed by product:

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

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Campaign / Product / Source : Report Sorting Type

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

This report will provide an overall summary of the new sales within the selected date range.

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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.

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titleFilter Definitions

  • Date Range :Use the defaulted date ranges or specific dates to find the orders.

  • Campaign : Filter for orders within a specific Campaign, or multiple campaigns.

  • Campaign Category :Filter for orders within a specific Campaign Category, or multiple Campaign Categories.

  • Product :Filter for orders where a specific product was purchased.

  • Product Category : Filters for orders where the products purchased were within a specific Product Category.

  • Campaign Product : Filter for orders where a specific campaign product was purchased.

  • Coupon Code : Filter for orders where a specific coupon code was used.

  • Gateway : Filter for orders that were processed against a specific gateway.

  • Gateway Category : Filter for orders that were processed against a specific gateway category.

  • Pay Source : Filter for orders that used a specific Pay Source.

  • Prepaid Cards : Filter for orders that used a Prepaid card.

  • Funnel : Filter for orders that came from a specific funnel.

  • Affiliate :Filter for orders that came from a specific affiliate.

  • Call Center :Filter for orders that came from a specific Call Center.

  • Base Currency : Filter for orders that were processed in a specific base currency.

  • Country : Filter for orders from customers in a specific country.

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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titleTable Definitions

By Campaign :See a breakdown of the data by campaign. This data can be further expanded by the products within the campaign by clicking on the green trianglenext to the campaign name.

By Product :See a breakdown of the data by base product.

By Campaign Product : See a breakdown of the data by campaign product.

By Source :See a breakdown of the data by source (affiliate). This data can be further expanded by the PublisherId and SubAffiliateId under an affiliate by clicking on the green trianglenext to the Affiliate’s name.

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Order Summary Table Header 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 Attempts : The amount of upsells that were attempted to be purchases

  • Upsell Approval : The approval rate for upsell products

  • 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

  • Surcharge : Total amount of surcharges that customers have paid

  • 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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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.