Orders Report
The Orders report gives you an overview of all orders that have been made on your account. This can be account-wide or for one specific event, collection, or class. Each row in the report represents an order that was placed during the selected date range.
On the Orders report, you can customize which columns of data are shown on the report. At the bottom of the report, you will have various checkboxes to control exactly what is shown on your report.
The Orders report allows you to group your data by any column of data that you wish. To do so, drag the column title to the bar along the top of the report. The data will then be sorted accordingly. You can drag multiple columns into the bar to view data by means of another piece of data. For instance, you can drag "Event Time" and then "Discount Code" to view the discount used for a specific event time rather than just overall.
Follow the instructions below to pull an Orders report for the desired domain.
- Global Orders Report - To pull an account-wide Orders report, click Reports (from the top navigation bar) --> Orders.
- Event Orders Report - To pull an event-specific Orders report, click the Events tab from the top navigation bar. Then, click Reports --> Orders next to the desired Event.
- Collection Orders Report - To pull a collection-specific Orders report, click Collections --> Standard from the top navigation bar. Then, click Reports --> Orders next to the desired Collection.
- Class Orders Report - To pull a class-specific Orders report, click Collections --> Classes from the top navigation bar. Then, click Reports --> Orders next to the desired Class.
On the left side of an Orders report, there are two icons. The first is a quick link that will open the summary page for the order. The second is a direct link to print the tickets for an order.
The following terms are the different options that you can show/hide as the columns on your Orders report.
- Order I.D. - The order number for the transaction used for internal tracking. (Click the link to open the order summary page.
- Type - The payment method for the order. (Credit, cash, comp, etc.)
- Status - Whether the order is paid, refunded, partially refunded, or released.
- Channel - Whether the order was "Sef Serve" (purchased by the patron online) or "Box Office" sold by a user via your admin panel.
- Check-in Time - The time an order was checked in.
- First Name, Last Name, Email, Phone Number, Address, State, Zip Code - The corresponding information for the patron who made the purchase.
- Discount Code - The name of the discount code used on the order.
- Discount Reason - Shows the reason entered when a One-Off discount is completed by an admin.
- Access Code - The name of the access code used to gain early access.
- Passes - The name of the pass used to redeem/purchase tickets.
- Retrieval - The ticket retrieval method used on the order. (Print, Digital, Will Call)
- Alumni Year - The alumni year for the patron making the purchase (if applicable).
- Event - The name of the event, class, or collection for which the purchase is.
- Event Time - The event time or class time for the purchase.
- Student Ledgers - The student to which the purchase is credited (if applicable). Suggested Article: Student Credit
- Admin Name - The name of the admin that made the purchase. Only for purchases made on your admin panel, not those purchased online by patrons independently.
- Private Notes - Any private notes attached to the order.
- Purchase Date - The date of the purchase.
- Purchase Time - The time the purchase was made.
- Tickets/Fees (Quantity) - The number of tickets/fees/registrations in the order.
- Add-Ons (Quantity) - The number of add-ons purchased.
- Money Received - The total money received on the order. This includes all payment methods like cash, check, etc.
- Refunds - Includes the following four columns on the Orders Report
- Refunded - If an order has been refunded. 0 = "No". 1 = "Yes".
- Refund Total - The amount of money that has been refunded.
- Refund Date - The date the refund was processed.
- Refund Notes - Any notes that were added by an admin at the time of refund.
- Gift Cards - Included the following two columns on the orders report.
- Gift Cards - The code of the discount used on the order.
- Gift Cards $ - The dollar amount from a gift card used on the purchase.
- Picked Up - If a Will Call ticket has been marked as "Picked Up". 0 = "No". 1 = "Yes".