Table of Contents
- What this report gives you
- What questions the orders details summary can answer
- Similar order reports
- Key columns for the orders details report
- Variations of orders detail report
What this report gives you
Even a small store sells dozens of products every day. It may be hard to individually track each order through its lifecycle from a freshly created to successfully delivered to a customer. Using the output of this document, a store manager can monitor actual data on orders in one place.
The availability of order information in one place simplifies the daily routine for store staff. It provides a convenient starting point for tracking important order data such as taxes, discounts, refunds.
What questions the orders details summary can answer
This type of summary pulls a list of all orders that have been placed within the specified date range. It makes it simple to follow the number of orders and their details.
The data displayed in it can be used to answer such questions as:
- what status orders from yesterday/this week/this month have
- which orders within the specified date range are fulfilled
- how to see orders with the highest/lowest sum of taxes/refunds/discount
- which vendor is the most/least popular in your store
- how many orders are requested in a specific region
Expand this list of answers you may get on your orders by using additional data columns and data filters.
Track orders in a store
Use the data summary on orders that are provided by the Advanced Reports app to be informed on orders and their details within the chosen time period.
Orders detail output for each order displays data such as:
- Total and the net amount
Use these columns to glance at the current financial and fulfillment statuses for each order within the selected dates.
Similar order reports
Orders detail is one of the most frequently used reports to get a picture of what is going on with orders in a store. In conjunction with it, a store manager can often use such reports as:
- Pending Orders. It contains orders with pending status that have not been canceled.
- Paid Orders. Contains orders with paid status for a certain period.
- Order Items. Delivers data on products and product variants in each order.
- Orders with Amount > 1000. Contains orders with a sum amount over 1000 in the store's currency. The report can display output for any other amount.
- Product orders and returns. Simplifies highlighting of the best selling products and products with the highest return rate.
- Fulfillment over time. It makes it easy to track orders by their fulfilled, shipped, delivered status over a specific time range.
Key columns for orders
Typically, an order data table consists of such columns as:
- Order Name
- Processed At
- Financial Status
- Fulfillment Status
- Total amount
- Net amount
You are totally free to exclude any of the existing columns from the report or add more. Simply choose the available columns from the list.
Here is how some of the key columns in the default report are calculated:
- ORDERS Net amount. It is calculated through Orders Total amount and Refunds data columns.
[ORDERS Net amount] = [ORDERS Total amount] – [ORDERS Refunds]
Variations of orders detail report
Using filters and sorting options, you can get answers to a number of specific questions regarding orders. Here are some examples of the report variations.
How to see the total gross profit for orders
You can easily know the amount of gross profit each order has brought. This value depicts a sum of money made after subtracting sales costs.
The value for ORDERS Total Gross Profit column is calculated through the Net amount and COGS columns.
[ORDERS Total Gross Profit] = [ORDERS Net amount] – [ORDERS COGS]
How to see the fees for Shopify
Shopify makes profits from stores by taking a commission for their orders. The order details report offers its variation that displays this fee in the column ORDERS Shopify Fees.
The value of this column is calculated as follows:
[ORDERS Shopify Fees] = [ORDERS Net amount] × 0.029 + 0.30
How to see the Shopify payouts
Merchants can receive payouts for orders through a Shopify Payouts system if Shopify Payments is enabled.
[ORDERS Shopify Payout] = [ORDERS Net amount] - [ORDERS Shopify Fees]
Cost of Goods Sold (COGS)
The term “Cost of goods sold (COGS)” stands for the direct cost of making sales. It includes expenses required for making the sale, for example, personnel salary. Use the Orders COGS to get this data column.
How to see the total cost of ordered items
The total cost of ordered items in the order is calculated as:
[ORDER ITEMS Total Cost] = [ORDER ITEMS Quantity] × [INVENTORY ITEMS Cost]
How to see what type of customer made the order
A store can have both new and recurring customers, the latter being preferable. Merchants can easily see what types of customers buy in their stores within the ORDERS Customer Type column.
In case the date of customer’s first order is equal to the order processing date, then the customer is considered a first-time buyer. Otherwise, they are assigned to a Returning type. If the report cannot detect the customer ID, it will display the Unknown value.
How to get the total shipping price for a partial item
For each order get the shipping price calculation :
[ORDER ITEMS Total Shipping Price] = [ORDERS Shipping Price] ÷ [ORDER FACTS Quantity] × [ORDER ITEMS Quantity]
How to get total sales for orders
Get the sum of total sales calculated as:
[ORDERS Total Sales] = [ORDERS Net Sales] + [ORDERS Shipping] + [ORDERS Tax]
The ORDERS Net Sales is obtained as:
[ORDERS Net Sales] = [ORDERS Gross Amount] - [ORDERS Discounts] - [REFUNDS Returns]
The ORDERS Shipping is obtained as:
[ORDERS Shipping] = [ORDERS Shipping amount] - [ORDER ADJUSTMENTS Total Shipping Amount]
The ORDERS Shipping is obtained as:
[ORDERS Tax] = [ORDERS Taxes] – [REFUND ITEMS Total Tax Amount]