To create the orders report, which includes orders (see Managing orders) created during the selected period:
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Go to Reports (see Navigation). The Sales Reports page is displayed.
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In the Orders Report group, set the period of the report using the From Date and To Date fields.
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Click Download Orders. The report will be sent to your email in the MS Excel format.
The orders report includes the following information:
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Order Number — the number of the order (for example, SO000329), which is configured in the system settings (see System Settings).
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Order Type — one of the types of order (see Managing orders).
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Order Total — the total amount of the order.
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Order Status — one of the statuses of the order (see Viewing the list of orders).
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Subscription Name — the name of the subscription that was ordered.
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Order Date — the date of the order.
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Expiration Date — the date, by which the order must be paid. The date is calculated based on the grace period, which is set on the plan class page (see Creating a service term).
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Manager — the name of the manager (see Staff management), to which the account relates.
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Customer Class — the account class of the account, which made the order.
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Updated at — the date and time of the order update.
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Closed At — the date and time when the order got the Completed or Cancelled status.
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Plan category ID — the ID of the plan category (see Managing plan categories), to which the order relates.
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Plan category key — the key of the plan category (see Managing plan categories), to which the order relates.
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Plan Category — the name of the plan category (see Managing plan categories), to which the order relates.