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Exporting Order Management Reports
Exporting Order Management Reports
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Written by Andrew Hijjeh
Updated over a year ago

The Order Management report provides information on all purchases made within any order within your site(s). You will receive information such as, but not limited to: Registrant/Member/Donor name, product name, SKU name, product type, add ons and goods purchased (and any questions related to those products such as t-shirt size, etc.), financial information, and more.

Below are the directions for running the Order Management report:

  1. Click the Reporting button on the left-hand side of the page

  2. Select “Order Management Report”

  3. Set your report and order filters to narrow the results of your search

  4. Click the blue “Display Orders” button on the bottom left of the page

  5. Click the blue “Export Orders” button on the top right-hand side of the screen

  6. If you would like financial information included in your report,, click the gray button that says “No” - it will turn green and say “Yes”. Click the blue “Generate Report” button

  7. Click the cloud icon in the upper right-hand corner of the page - you can then download the report

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