Sales reports: filters

The sales list, sales detail report and sales analysis reports can all be filtered to refine the information being reported on. This article will detail all the fields that can be filtered on with a description of how they work.

The filter on each report is made up of different sections. The combination of sections differ between reports. The four sections are:

  • Order filters
  • Contact filters
  • Product filters
  • Additional filters

Order filters

(present on all sales reports)

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The order filters are as follows:

Field name Description
Search

This field searches the amount, invoice reference, order reference, order ID, customer name and customer company fields.

Ticking the checkbox next to the field will search the contents of the order instead (SKUs, product descriptions).

Date

This field limits orders based on a date range.

Choose the kind of date from:

  • Created
  • Tax date
  • Delivery
  • Payment due

Then pick a time frame from:

  • Custom date range (displays a 'to' and 'from' date picker)
  • Yesterday
  • Today
  • Tomorrow
  • Last 7 Days
  • Last 30 Days
  • Last 90 Days
  • Month to date
  • Year to date
  • Previous month
  • Previous year
Channel Use this filter to display orders from specific sales channels.
Order type

Choose from:

  • Sales order
  • Sales credit
Order status Use this filter to limit which order statuses are included in the report.
Invoiced

Use this filter to choose whether to display invoiced sales or uninvoiced sales.

Choose from:

  • Yes
  • No

This filter is more reliable than using the order status, as invoiced orders can have any order status.

Allocation

The allocation status of the orders.

Choose from:

  • Stock allocation not required
  • No stock allocated
  • Part allocated
  • All stock allocated
Fulfill

The fulfillment status of the orders.

Choose from:

  • Not fulfilled
  • Part fulfilled
  • All fulfilled
Shipping

The shipping status of the orders.

Choose from:

  • No stock items
  • Not shipped
  • Part shipped
  • Shipping complete
Shipping method Filter orders based on shipping method.
Payment

The payment status of the order.

Choose from:

  • Paid
  • Partially paid
  • Unpaid
  • Authorized
  • Not applicable
Country Filter for orders with a specific delivery country.
Created by Filter for orders created by a certain staff member.
Assigned to Filter for orders assigned to a certain staff member.
Team Filter for orders assigned to a certain team.
Warehouse Filter for orders assigned a certain warehouse.
Lead source Filter for orders assigned a certain lead source.
Project Filter for orders assigned a certain project.
Season Filter for orders assigned a certain season.
Price list Filter for orders assigned a certain price list.

Customer filters

(present on sales list, sales analysis reports)

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The customer filters are as follows:

Field name Description
Contact Filter for orders assigned to a specific contact.
Tags Filter for orders assigned to contacts using specific tags.
Status Filter for orders assigned to contacts on specific contact statuses.

Product filters

(present on sales detail report, sales analysis reports)

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Field name Description
Name/SKU Filter for order rows containing specific SKUs or products.
Product Type Filter for order rows containing products of a specific type.
Brand Filter for order rows containing products of a specific brand.
Category Filter for order rows containing products of a specific category.
Option Filter for order rows containing products using a specific option.
Option value Filter for order rows containing products with a specific option value, if filtering for an option.
Product status Filter for order rows containing products of a specific product status.
Supplier Filter for order rows containing products associated with a specific supplier.
Season Filter for order rows containing products associated with a specific season.

Additional filters

(present on the sales list)

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Field name Description
Delivery address fields Filter for orders based on delivery address.
Custom fields Filter for orders based on relevant custom field values.
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