Transaction Report – Inksoft

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

Store Menu Select:

Click the All Active Stores dropdown and you will be presented with 3 options:
Active Stores
Inactive Stores
Deleted Stores

Click the arrow next to any of these groupings to expand your options if you need to run the report for specific Store(s). Anything that is checked will be included in the report.

Remember, if you use the Custom Date Range, you want to click Apply to ensure it brings up all the applicable information:

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
Order Services Count	Total Count of Services on Order	Aggregate
Services Price Total	Total Price for combined Services	Aggregate

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