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      Transaction Report

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

      Report Output:

      1 Row per Order per Transaction

      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
      Transaction Created Date Date the transaction was created.  
      Transaction Amount Total amount processed on the associated payment method.  Aggregate
      Outstanding Balance Remaining balance due on the Order.  Aggregate
      Transaction Type eg. Payment, Voided Payment, Refund.  
      Transaction Status Current status of the transaction.  
      Payment Type eg. Credit Card, Cash, Gift Certificate.  Group
      Payment Method eg. Visa, Mastercard, Gift Certificate, etc..  
      Order ID Unique 7-digit identifier for each Order created (ie. #1000001).  Group
      Gift Certificate # 16-digit Gift Certificate Code.  
      Purchase Order # Optional PO Number Uploaded in checkout.  
      Order Status Current status of the Order in Order Manager.  Group
      Account # (last 4) Last 4 digits of payment provided.  
      Date Ordered Date the Order was created.  
      Store Name Customer-facing name of the Store.  Group
      Customer Email Customer's email address.  
      Customer First Name Customer's first name.  
      Customer Last Name Customer's last name.  
      Customer Phone Customer's phone number.  
      Company Name Name of the Company (optional, will only apply to Proposals).  
      Assignee Name Name of the Admin assigned to the Proposal (will only populate for Orders that come from Proposals). Group
      Checkout Field Label 1 Name of the first (optional) Custom Order Field from the Store. Group
      Checkout Field Value 1 Customer's answer to first (optional) Custom Checkout Field from the Store. Group
      Checkout Field Label 2 Name of the second (optional) Custom Order Field from the Store. Group
      Checkout Field Value 2 Customer's answer to second (optional) Custom Checkout Field from the Store. Group
      Checkout Field Label 3 Name of the third (optional) Custom Order Field from the Store. Group
      Checkout Field Value 3 Customer's answer to third (optional) Custom Checkout Field from the Store. Group
      Checkout Field Label 4 Name of the fourth (optional) Custom Order Field from the Store. Group
      Checkout Field Value 4 Customer's answer to fourth (optional) Custom Checkout Field from the Store. Group
      Order Item Count Total quantity of all items ordered regardless of size.  Group
      Tax Exempt Exempt or Not Exempt Based on User Account settings (Stores) or Company Settings (Proposals) Group
      Tax Exempt Reason Reason for Tax Exemption (if applicable). Group
      Decoration Price Total Total Charges for decoration (print pricing + setup fee). Aggregate
      Decoration Setup Price Total Total Setup Fee Charges on the Order. Aggregate
      Personalization Price Total Total Price for Personalization on the Order. Aggregate
      Product Cost Total Total Cost for all items on the Order Aggregate
      Product Price Total Total Price for all items on the Order Aggregate
      Profit Order Profit (Price - Supplier Cost) Aggregate
      Order Subtotal Pre-tax subtotal of all items and fees on the Order.  Aggregate
      Shipping Total Total shipping price, pre-tax.  Aggregate
      Rush Fee Total rush fee amount associated the selected shipping method.  Aggregate
      Coupon Code Optional coupon code entered on the Order.  Group
      Discount Total Total discount amount applied to the Order.  Aggregate
      Total Sales Tax Total Sales Tax to be collected on the Order.  Aggregate
      Order Total Total Order Amount includes tax and shipping costs.  Aggregate
      Store Commission Total commission calculated by profit x storeCommissionPercentage. Note: only orders that have been marked as completed are counted toward commissions.  Aggregate
      Transaction ID Unique identifier that represents a transaction.  
      Authorization Code    
      Billing First Name  First name entered on the billing address form for the associated payment method.  
      Billing Last Name  Last name entered on the billing address form for the associated payment method.  
      Billing Email Email Address Provided during checkout.  
      Billing Street 1 Street Line 1 entered on the billing address form for the associated payment method.  
      Billing Street 2 Optional Street Line 2 entered on the billing address form for the associated payment method.  
      Billing City City name entered on the billing address form for the associated payment method. Group
      Billing State State selected on the billing address form for the associated payment method. Group
      Billing Country Country selected on the billing address form for the associated payment method. Group
      Billing Zip Zip/Postal Code entered on the billing address form for the associated payment method.  
      Billing Phone Phone number entered on the billing address form for the associated payment method.  
      Billing Company Optional Company name entered on the billing address form for the associated payment method. Group