• 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 see the Order Summary By Campaign tab:

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:

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.