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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 from the date picker drop-down:
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:
|
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.) This value includes invalid orders. The grand total in Orders grouped does not include invalid orders. |
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. This column is useful if you are primarily interested in last click attribution. |
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.) This value doesn't include invalid orders, but the grand total in the Orders list does. |
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 (i.e. City of last order). |
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. |
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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