SelectReports >thenclickCustomers >thenclickOrder Details:
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Enter information into any of the options in theFilterssection to find the customer:
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The Order Details Report is found under Reports → Customers → Order Details
This report is designed to show the individual orders that have been placed within your CRM.
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Use the Date Range and Filter selections to refine your search.
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Transaction Created Date -Choosethe date that the specific transaction was created on (this is not always the original order date.
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Order Created Date -Choosethe date that the order was originally placed from thedrop-down menu.
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Purchase Created Date -Choosethe date the product was purchased from thedrop-down menu.
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Campaign -Choose theCampaignthe transaction is in from thedrop-down menu.
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Campaign Category -Choose theCampaign Categorythe transaction is in from thedrop-down menu.
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Product -Choose the specificProductthe customer bought from thedrop-down menu.
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Affiliates -Choose theAffiliatethe customer derived from in thedrop-down menu.
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Call Center -Choose theCall Centerthe customer came through from thedrop-down menu.
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Bill Type -Choose whether the transaction is aNew Saleor aRecurringbilling cycle from thedrop-down menu.
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Billing Cycle -Choose whichBilling Cyclethe customer is on from thedrop-down menu.
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Recycle # -Choose theDecline Salvageattempt number from thedrop-down menu.
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Gateway Type -Choose whichGatewaythe transaction was made on from thedrop-down menu.
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Card Type -Choose theCard Typefrom thedrop-down menu.
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Mid -Choose the actualMidthe transaction is going through from thedrop-down menu.
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Txn Type:
- Sale
- Authorize
- Capture
- Void / Refund
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Response Type:
- Success
- Soft Decline
- Hard Decline
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- Protected
- Not Protected
Enterthe correct search criteria in theFilterssection thenclickthegreenGo button:
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TheOrder Detailswill display in bothgraphandtableform.
Thegraphin theChartssection will display:
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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.
The charts provide a visual representation for the amount of Partials (Leads), Sales and Declines that fit within the filters you’ve selected. You may select to view the chart as a bar graph or a line graph.
Leads - the amount of Leads/Partials acquired during a specified date range.
Sales - the amount of Sales made in a specified date range.
Declines - the amount of Declined transactions in a specified date range.
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The table at the bottom of the page shows
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the details of the filtered orders:
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Order Details
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Table Header Definitions
Select : Click the Checkbox
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to include
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the order in a batch
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update.
Date Created : The date the order was made.
Campaign : The campaign the order was created under.
Source : The Affiliate that the order was created under.
Order : The orderId above the status of that order.
Type :
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New Sale or Recurring.
Cust # : The
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internal CheckoutChamp customer Id.
Customer : The name of the customer.
Total : The total amount of the order.
Refunded : The amount refunded or voided.
Products : The products purchased under the order.
Country : ISO-2 Country Code
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Card : The last four digits and type of the card used for the order.