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      Order Summary Report

      Overview of the Default Order Summary Report, available within the Core Reports section.

      Report Output:

      1 Row per Order. No product-level data is included

      Report Columns

      The following data points are included in the report and are represented as their own column in the table view. All columns listed below are shown in the report by default. 

      Note: Hide/Show columns using the Columns Panel
      Use the columns panel in the Report Detail View to hide/show the different data points you want to be visible in the report. Learn more about managing columns


      Group: means the column supports Row Groups and can be nested
      Aggregate: means the column supports Row Group Value Aggregation

      COLUMN LABEL DESCRIPTION GROUP / AGGREGATE
      Order ID Unique 7-digit identifier for each Order created (ie. #1000001). Group
      Order Status Current status of the Order in Order Manager. Group
      Date Ordered Date the Order was created.  
      Date Completed Date the Order was marked as completed. Group
      Store Name Customer-facing name of the Store Group
      Customer First First name of the customer.  
      Customer Last Last name of the customer.  
      Customer Email Email address provided by the customer. Group
      Customer Phone Phone number of the customer.  
      Company Name Name of the Company associated with the customer profile. Group

      Custom Checkout Field 1 Label
      (one row for each label)

      		 Label name for the custom checkout field.  
      Custom Checkout Field 1 Value
      (one row for each value)      		 Value entered or selected for the custom checkout field.  
      Gift Message Optional gift message associated with the Order.  
      Delivery Method Name of the shipping method selected or the name of the Pickup Location. Group
      Tracking Number(s) Optional tracking information entered on the Order.  
      Total Weight (oz) Total weight of all products on the Order. Aggregate
      Shipping First Name First name entered on the shipping address form.  
      Shipping Last Name Last name entered on the shipping address form.  
      Shipping Company Name Optional Company name entered on the shipping address form.  
      Shipping Street 1 Street Line 1 entered on the shipping address form.  
      Shipping Street 2 Optional Street Line 2 entered on the shipping address form.  
      Shipping City City name entered on the shipping address form. Group
      Shipping State State selected on the shipping address form. Group
      Shipping Country Country selected on the shipping address form. Group
      Shipping Zip Zip/Postal Code entered on the shipping address form.  
      Shipping Phone Phone number entered on the shipping address form.  
      Address Type Type of shipping address (ie. Commercial, Residential). Group
      Address POBox Returns True if the address is a PO Box. Returns False if the address is not a PO Box. Group
      PO Number Optional Purchase Order Number entered on the Order. Group
      Order Item Count Total quantity of all items ordered regardless of size. Aggregate
      Order Subtotal Pre-tax subtotal of all items and fees on the Order. Aggregate
      Rush Fee Total rush fee amount associated the selected shipping method. Aggregate
      Shipping Total Total shipping price, pre-tax. Aggregate
      Customer Tax Exempt Returns Yes or No depending on the user account being marked as Tax Exempt.  
      Customer Tax Exempt Reason If user account is Tax Exempt, returns the tax-exempt reason. Group
      Sales Tax Total Sales Tax to be collected on the Order. Aggregate
      Coupon Code Optional coupon code entered on the Order. Group
      Discount Total Total discount amount applied to the Order. Aggregate
      Order Total Total Order Amount includes tax and shipping costs. Aggregate
      Product Cost Total Total product cost of all items on the Order. Aggregate
      Product Price Total Total product price of all items on the Order. Aggregate
      Decoration Price Total Total decoration price of all items with decoration on the Order. Aggregate
      Decoration Setup Price Total Total setup fees of all items with decoration on the Order. Aggregate
      Personalization Price Total Total personalization price of all items with personalization on the Order. Aggregate
      Profit Total amount of profit recorded. Profit is calculated by (pre-tax order item subtotal) - (the sum of the total product cost) Aggregate
      Order Notes Optional Order notes for internal use only.  
      Store Commission Total commission calculated by profit x storeCommissionPercentage. Note: only orders that have been marked as completed are counted toward commissions. Aggregate
      Assignee Name Team Member assigned to the Proposal when the Order was created.