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

• 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 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:

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

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.