---
title: Orders Report
description: In this article, you will receive a high level overview of the Orders report and learn how to use it.
---
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# Orders Report
## In this article, you will receive a high level overview of the Orders report and learn how to use it.
APPLIES TO: Admins
Last updated: April 24, 2023
#### Overview
This report is used to show the details of each order, based on the original purchase date. An order occurs when a client completes checkout online or through Point-of-Sale (POS) in-store. This report only shows new orders, so you will not see a new line within this report until a client completes another checkout. After clicking on an individual order, you will have the ability to send a receipt and refund a specific item within that order.
- ***Note:*** *Pay later transactions and payment plans are included in this report.*
#### Report Benefits
- Ability to track all orders (including retail items).
- Advanced filter options to locate specific orders.
- High level dynamic stats that adjust with selected filters.
- View all details within a specific order inside the [Order Drawer](https://help.upperhand.com/order-drawer?hsLang=en).
- Available on desktop and mobile devices.
#### Helpful Tips
**Statistic Tooltips**
- **Orders:** total number of unique orders.
- **Amount:** total dollar amount of orders.
- **In-Store**: total number of orders received in-store (payments processed through Point-of-Sale/POS).
- **Online:** total number of orders received online.
**Columns Explained**
- **Date & Time:** the exact date and time that the order was first created.
- **Order ID:** unique ID for that specific order.
- **Buyer:** the client that purchased the order.
- **Channel:** where the item was purchased (online or in-store).
- **Amount:** total amount of all item(s) in the order.
- **Method:** the method in which the order was paid (card, cash, check, pay later, credit or payment plan).
- ***Note:*** *all payment methods will be listed in the event that there is more than one.*
#### Using the Report
- To access the Report, [log in to your Upper Hand account](https://help.upperhand.com/knowledge/why-can-t-i-log-in-to-upper-hand?hsLang=en) and hover over the left navigation bar and click **Reports \> Orders.**
- The report will always initially display orders that were created on the current day.
- From here, you can **filter the date range** by Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year and Custom.
- You have the ability to **search** for a specific **Order ID** or **Buyer** name.
- You can also **filter by Order Method** (All, Online, In-Store/POS) and **Payment Method** (All, Card, Cash, Check, Credit and Pay Later).
- To view more information regarding a specific order, click on it.
- To **pay down a balance** via the Orders Report, click on the **three dot menu \> View Balance \> three dot menu \> Pay Balance.**
- To learn how to **refund** a client from the Orders report, [click here](https://help.upperhand.com/knowledge/ways-to-refund-clients?hsLang=en).
- To learn how to **resend a receipt**, [click here](https://help.upperhand.com/knowledge/resend-email-receipt?hsLang=en).
- If you would like to **export** the report via a .csv file, you can do so by click on the cloud icon.
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