Orders Report

To create the Orders Report, which includes Orders (see Managing Orders) that was created during the selected period:

  1. Sign in to the Operator Control Panel.
  2. On the Navigation Bar, click Settings > Plugins > Reports. The Workspace displays the Sales Reports page.
  3. In the Orders Report group, set the period of the report using the From Date and To Date fields.



  4. Click the Download Orders button. The report will be sent to your email in the MS Excel format.

The Orders Report includes the following information:

  • Order Number - a number of the order (e.g. SO000329), which is configured in the system settings (see System Settings);
  • Order Type - one of the following types of order:
    • Sales Order — a customer has ordered Services;
    • Renewal Order — a customer has renewed a Subscription;
    • Change Order — a customer has purchased or refused additional resources;
    • Switch Order - a customer has switched from one to another Plan.
  • Order Total - a total amount of the Order;
  • Order Status -  one of the following statuses of the order:
    • Waiting for payment — an order has been placed by a customer, the payment is expected;
    • Provisioning — an order has been accepted, the service is provided;
    • Provisioning failed — an order has been accepted, but the service is not provided;
    • Completed — an order has been successfully processed;
    • Cancelled — an order has been cancelled by a customer.
  • Subscription Name - a name of the Subscription that was ordered;
  • Order Date - a date of the Order;
  • Expiration Date - a date, by which the order must be paid (the order status must be Confirmed). The date is calculated based on the Grace period, which is set on the Plan Class page (see Creating a Plan Class);
  • Manager - a name of the Manager (see Staff management), to which the Account relates;
  • Account Class - an Account Class of the Account, which made the Order;
  • Updated At - a date and time when the Order's status was changed last time;

  • Plan Category - a name of the Plan Category (see Managing Plan Categories), to which the Order relates.