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
(present on all sales reports)
The order filters are as follows:
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).
This field limits orders based on a date range.
Choose the kind of date from:
Then pick a time frame from:
|Channel||Use this filter to display orders from specific sales channels.|
|Order status||Use this filter to limit which order statuses are included in the report.|
Use this filter to choose whether to display invoiced sales or uninvoiced sales.
This filter is more reliable than using the order status, as invoiced orders can have any order status.
The allocation status of the orders.
The fulfillment status of the orders.
The shipping status of the orders.
|Shipping method||Filter orders based on shipping method.|
The payment status of the order.
|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.|
(present on sales list, sales analysis reports)
The customer filters are as follows:
|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.|
(present on sales detail report, sales analysis reports)
|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.|
(present on the sales list)
|Delivery address fields||Filter for orders based on delivery address.|
|Custom fields||Filter for orders based on relevant custom field values.|