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: February 3, 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.
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 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.
To learn how to resend a receipt, click here.
If you would like to export the report via a .csv file, you can do so by click on the cloud icon.