Orders Reports

Simple Reports

Run 4 Reports & Easily Filter/Edit in Excel

Simple reports provide a quick and easy way to export and manipulate your data to give you the flexibility you need to manage your shop.

Pro Tip: You can run these reports through ANY stage of your Order Manager!

Simple Reports

  • Click Reports
  • Click Simple Reports

You will find 4 reports to run: 

  • Simple Personalization Report
  • Simple Order Report
  • Simple Order Item Report
  • Simple Product Ordering Report
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Filter Report Criteria

With each report you will need to filter to find the information you need. 

  • Select Starting Date
  • Select Ending Date
  • Choose if you want to Include Cancelled Orders
  • Choose if you want to Include Completed Orders
  • Select Stores (Select the store(s) you want to pull data for)
  • Click Run Report
  • A download will be sent to your files as a CSV file.
  • Open in Excel
Screen Shot 2019-07-30 at 9.28.01 AM

Note: If the "Include Cancelled/Completed Orders" checkboxes are left unchecked, you will not see orders that fall under those statuses.

 

Below will show you the data that will be pull with each Report

Simple Personalization Report

Simple Personalization Report will pull your shoppers personalization entry into a CSV file. This will allow you to open into Excel to filter/edit the criteria to your specifications.

  • Order Id
  • Store/Company
  • Product Name
  • Mfg SKU
  • Style/Color
  • Product SKU
  • Size
  • Quantity
  • Render Art File Link 
  • Custom Personalization 
  • Standard Name and Number 
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Simple Order Report

Simple Order Report gives you critical order information. This will download as a CSV, allowing you to open into excel and edit the criteria to your specifications. 

  • Order Date
  • Order Id
  • First/ Last Name
  • Email
  • Store/Company
  • Quantity of Items 
  • Order Price
  • Personalization Price 
  • Gift Certificate 
  • Coupon Code/Discount Total
  • Sub Total
  • Rush Fee 
  • Shipping 
  • Sales Tax
  • Order Total 
  • Profit 
  • Profit Percentage
  • Transaction Id 
  • Shipping/Billing Addresses 
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Simple Order Item Report

Simple Order Item Report gives you detailed order information along with personalization entry. This will download as a CSV, allowing you to open into excel and edit the criteria to your specifications.

  • Order Date
  • Order Id
  • First/ Last Name
  • Store/Company
  • Product Name
  • Style/Color
  • Supplier & Manufacturer Name
  • SKU/ Item Number
  • Mfg Sku
  • Size
  • Quantity of Item
  • Price
  • Personalization  
  • Coupon Code/Discount Total
  • Sub Total
  • Order Item Sales Tax 
  • Item Total
  • Gift Message
  • Shipping Method
  • Shipping/Billing Addresses 
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Simple Product Ordering Report

Simple Product Ordering Report will give you a consolidated list of what you need to order. This will download as a CSV, allowing you to open into excel and edit the criteria to your specifications.

  • Product Name
  • Style/ Color
  • SKU/ Item Number
  • Supplier Name & Manufacturer Name
  • Mfg SKU & Mfg Size SKU
  • Size 
  • Quantity
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