Closed orders

The closed orders report includes orders (see Managing Orders) that changed their status to Completed or Cancelled during the selected period.

To create the closed orders report:

1. Go to Reports (see Navigation). The Sales Reports page is displayed.
2. In the Updated Orders group, set the period of the report using the From Date and To Date fields.
   
   
   
   
3. Click Download Orders. The report will be sent to your email in the MS Excel format.

The closed orders includes the following information:

• Order Number — the number of the order (for example, SO000329), which is configured in the system settings (see System Settings).
• Order Type — one of the types of order (see Managing orders).
• Order Total — the total amount of the order.
• Order Status — one of the statuses of the order (see Viewing the list of orders):
  • Completed.
  • Cancelled.
• Subscription Name — the name of the subscription that was ordered.
• Order Date — the date of the order.
• 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).
• Manager — the name of the manager (see Staff management), to which the account relates.
• Customer Class — the account class of the account, which made the order.
• Updated at — the date and time of the order update.
• Closed At — the date and time when the order got the Completed or Cancelled status.
• Plan category ID — the ID of the plan category (see Managing plan categories), to which the order relates.
• Plan category key — the key of the plan category (see Managing plan categories), to which the order relates.

• Plan Category — the name of the plan category (see Managing plan categories), to which the order relates.