Orders report – Ometria Help Centre

The orders report analyses orders placed by your customers, with the option to view the data as a list of orders, grouped by specific metrics, or as orders by customer.

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Go to Reports > Orders report

Once you’ve configured the orders report to your liking, you can select Export at any time and download the report as a CSV file or an .XLSX file (optimised for MS Excel).

You can set your date range for reporting at the top of this screen:

Select from any of the following options:

Today
Yesterday
Last 7 days
Last 28 days
Last 12 months
This week
Last week
This month
Last month
This year
Last year

Or select Custom Range and define the time period yourself:

To filter the data displayed in the orders report you can select a saved segment from the Showing data for drop-down:

You can also use the Customer filter to further filter your contacts (either in a specific segment, or all contacts):

Orders filter

Additionally, you can use the Orders filter to include orders that meet any of the following conditions.

The filters and conditions you select will apply across all of the tabs in the orders report (list, grouped, and by customer).

Orders list

The Orders list tab presents a list of all orders which meet the requirements of the conditions you’ve set (above).

You can select any order from the list to see the order details screen.

You can select the columns you want to appear:

Column	Description
ID	The order ID.
Web ID	This is for cases where the orders placed on your site have a different ID from the one used in your ecommerce platform.
Order date	The date the order was placed.
Customer ID	The ID of the contact that placed the order.
Customer email	The email address of the contact that placed the order.
Customer name	The full name of the customer that placed the order.
Customer first name	The first name of the customer that placed the order.
Customer last name	The last name of the customer that placed the order.
Valid	Whether or not the order was valid or invalid.
Order status	The current status of the order: Open Cancelled Complete Pending
Order number	The position of the order in a customer’s sequence of orders - e.g. 1 = first order, 2 = second order, etc.
Grand total	The total revenue of the order (including tax, shipping etc.)
Sub total	The sub total revenue from the order (i.e. just the cost of the products in the order). Note: This value is calculated differently based on your integration (and your preferences if you have a custom integration). For most integrations it includes discount but not tax and shipping.
Tax	The tax paid on the order.
Shipping	The shipping cost for the order.
Discount	The total discounts for this order.
Local currency	The currency used by the customer’s home store, e.g. GBP, USD etc.
Local grand total	The total revenue of the order (including tax, shipping etc.) in the customer’s local currency.
Local sub total	The sub total revenue from the order (i.e. just the cost of the products in the order) in the customer’s local currency. Note: This value is calculated differently based on your integration (and your preferences if you have a custom integration). For most integrations it includes discount but not tax and shipping.
Local tax	The tax paid on this order in the customer’s local currency.
Local shipping	The shipping paid on this order in the customer’s local currency.
Local discount	Any discounts on this order in the customer’s local currency.
Number of items	The number of items included in the order.
Shipping method	The shipping method used to send the order, e.g. DHL, ParcelForce, ClickAndCollect.
Payment method	The payment method the customer used, e.g. CreditCard, PayPal etc.
Visit medium*	The medium this order is attributed to, e.g. Ometria email, social, cpc (cost per click), search, referral, etc.
Visit name	The name of the domain the order is attributed to, e.g. google, yahoo, facebook, etc.
Visit campaign*	The campaign this order is attributed to - if this cannot be found based on UTM parameters, this column will read 'Not provided'.
Visit domain*	The domain url the order is attributed to, e.g. google.com, facebook.com, your website, etc.
Device type	The device used by the customer to place the order, e.g. computer, mobile etc.
Coupon code	The coupon code (if any) used to pay for part/all of the order.
Store	The store the customer ordered from.
Attribution	The channel through which the order came - e.g. Ometria email, Visit (referral), Visit (social), Visit (cpc).
Ometria campaign	The name of the Ometria campaign this order is attributed to (if any).
Ometria campaign type	The type of campaign (broadcast or automation) this order is attributed to (if any).

*The fields ‘Visit name’, ‘Visit medium’ and ‘Visit domain’ can be used for order attribution. Find out more here.

Orders grouped

The Orders grouped tab presents a list of all orders which meet the requirements of the conditions you’ve set (above), grouped by whichever criteria you select (date as default):

The column headings in the table are:

Column	Description
Attempted orders	The number of orders attempted in this group, i.e. both valid and invalid.
Valid orders	The number of valid orders in this group.
First time orders	The number of orders in this group which were the first orders for that customer.
Total units sold	Total number of products included in orders for this group.
Unique customers	Total number of unique customers who placed orders in this group, e.g. if Sue Smith placed two separate orders, she will only be counted as one customer.
Total tax	The total amount of tax paid on orders in this group.
Total shipping	The total shipping costs for orders in this group.
Total discount	The total value of discounts for orders in this group.
Subtotal	The sub total revenue from orders in this group (i.e. just the cost of the products in the orders). Note: This value is calculated differently based on your integration (and your preferences if you have a custom integration). For most integrations it includes discount but not tax and shipping.
Grand total	The total revenue from orders in this group (including tax, shipping etc.)

You can group the data in this report using any combination of the following:

Group by	Description
Date	Group orders by the date they were placed.
Hour	Group orders by the hour they were placed (24 hour clock).
Day of the week	Group orders by the day of the week they were placed on.
Month	Group orders by the month they were placed in.
Year/Month	Group orders by the month and year they were placed, e.g. 04-2020.
Year	Group orders by the year they were placed.
Store	Group orders by the store the customer ordered from.
Coupon code	Group orders by coupon code use.
Shipping type	Group orders by shipping type, e.g. DHL, ParcelForce, ClickAndCollect
Billing country	Group orders based on the country in the billing address.
Billing city	Group orders based on the city in the billing address.
Order valid	Group based on whether an order is valid (True) or invalid (False).
Order status	Group orders based on whether their status is ‘Complete’ or ‘Cancelled’.
Payment method	Group orders based on the payment method the customer used, e.g. CreditCard, Paypal, etc.
Device type	Group orders based on the device the customer used to place them, e.g. computer, tablet, mobile etc.
Source medium	Group orders based on the medium they are attributed to, e.g. Ometria email, social, cpc (cost per click), search, referral, etc.
Source campaign	Group orders based on the campaign they are attributed to - if this cannot be found based on UTM parameters, this column will read 'Not provided'.
Source domain	Group orders based on the domain url the order is attributed to, e.g. google.com, facebook.com, your website, etc.
Source name	Group orders based on the domain they are attributed to, e.g. ometria, google, yahoo, facebook, etc.
Broadcast campaign	Group orders based on the broadcast campaign they are attributed to (if any).
Customer order sequence	Group orders based on the position of an order in a customer’s sequence of orders - e.g. first order, fourth order etc.

Orders by customer

The Orders by customer tab presents a list of all orders which meet the requirements of the conditions you’ve set (above), listed by the customer who placed the order:

Select any customer from the list to see their contact details screen.

Choose any combination of columns to view in the report:

Column	Description
Customer ID	The customer’s unique ID.
Name	The customer’s full name.
Email	The customer’s email address.
Number of valid orders	The number of valid orders the customer has placed.
Number of attempted orders	The number of orders attempted - valid and invalid.
Number of items	The number of items the customer has purchased.
Grand total	The customer’s lifetime spend.

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Orders filter

Orders list

Orders grouped

Orders by customer

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