Orders Report
The Orders Report page allows you to search for orders, filtering the orders returned using a selection of criteria, to create a report. Searches that you might use often can be saved for later use. Results of searches can also be exported in a CSV file.
This article gives an overview of the functionality available, and how it can be used.
If you are looking for more general information regarding how to use the Reporting Suite, please see the Reporting Suite support article.
Introduction
Order Reports can be used to:
- Search for orders using a selection of criteria
- Group orders by various fields, such as payment type or time period.
- Sort the groups of orders returned
- Export results in a CSV file
The report can be found on the Reports > Reporting Suite > Orders page.
Important
The figures for this report are based on live order data, so is subject to change as orders are edited, returns are made or ordered items removed from orders. Because of this, it is not recommended that this report be used for accounting purposes.
Filtering
For more general help using the Reporting Suites Grouping system, please see the Reporting Suite support article.
The list of orders that are returned can be filtered by specifying some search criteria. The criteria used can be as simple, or complex, as required. For example, you could simply search for all orders between two dates, or you could search for orders between those dates, that were placed using a specific payment method, used a specific coupon code or are currently in one of several order statuses.
Once you have specified the criteria you would like to search by, produce the report. If changes are made to the criteria selected you can regenerate the report.
The below table details the fields you can use to filter orders by. The Multiple Values column indicates if several values from the same field can be used to filter orders that match ANY of the selected values. For example, if two order statuses were selected, then orders that matched either of those two statuses would be returned.
| Item | Description | Multiple Values Selectable? | Example Values |
|---|---|---|---|
| Date | Use the date picker to specify a time period you would like to search for orders in. The dates selected are inclusive. For example, if you picked dates of 1st to 31st of January, all orders for that month will be returned. | No | 2016-01-01 2016-12-31 |
| Exc VAT | Choose if you would like VAT to be excluded from columns that show financial values. These columns include: Total Discount Total Shipping Average Order Total Revenue | No | Yes |
| Admin Order | Specifies if orders placed on the Orders > New Order page should be returned. "Yes" will return only admin orders, "No" will return only orders placed in the front end of your store. "Both" will not return orders either way. | No | Both |
| Currency | Filter the orders returned by the chargeable currency they were placed in. Orders placed in non chargeable currencies, will still be returned under the default currency, as this was the currency the order was placed in. | No | GBP |
| Coupon Code | To filter only orders that were placed using a specific coupon code, enter the coupon code here. | No | 10OFF |
| Promotion | Specify a number of promotions that you would like to search orders by. Orders that used any of the promotions entered will be returned. | Yes | Buy One Shirt, Get One Shirt Free |
| Payment Type | Filter orders by the payment type they were placed using. For example, payment types include: "PayPal", "Telephone" and "Debit Card". The Payment Types filter is produced from a cached list of order types from your current order database. As such, if you introduce a new payment type to Aurora, this may not appear in this list until you have cleared the full Aurora Cache. This is currently unavoidable and as completely new order types are not often introduced to Aurora (if ever), it is considered that this should remain a manual process to ensure that the benefits of caching this data are not lost. | Yes | PayPal |
| Card Type | Choose the card types that you would like to limit orders by. | Yes | VISA |
| Order Status | Use the order status field to limit the orders returned to those in specific statuses. If multiple statuses are selected, orders in any of the selected statuses will be returned. | Yes | Received |
| User Group | Limit the orders shown by the group the user that placed the order is currently in. If a user is assigned to a new group after placing an order, the order will only be returned when searching for the new group, as opposed to the old group. | Yes | Staff |
Regarding the following fields:
- Promotion
- Payment Type
- Card Type
- Order Status
- User Group
- Group By
A list of recently used items will be shown in the dropdown, any of which can be selected. Alternatively, you can start typing the name of the item into the text field, and a list of those matching will be shown - from here you can select the item you would like to filter by.
Grouping
For more general help using the Reporting Suites Grouping system, please see the Reporting Suite support article.
Orders can be grouped together using a selection of criteria, including:
- Time
- Year
- Month
- Week
- Day
- Hour
- Order Data:
- Order ID
- Payment Type
- Card Type
- Delivery Type
- Coupon Code
- Promotion
- Shipping Address
- Country
- Town
- Billing Address
- Country
- Town
- Product Data
- Product Reference
Order item level grouping was introduced in 2024 and may require data-points to be generated in order to group by Product Reference on historical order data before this time.
Please contact Aurora Commerce to have these historical data-points generated.
When group by Product Reference the Total Shipping value is representative of the respective order level value and may appear duplicated across orders with multiple products.
When grouping by Product Reference there are a number of order level columns that will become unavailable.
Currently only the following aggregate columns are supported when grouping at the product level:
- Total Orders
- Total Items
- Total Discout
- Total Shipping
- Total Revenue
- Average Order
You can return a list of individual orders that meet your search criteria by grouping orders by Order ID - this will also list the order ID next to each row under the Group column.
Sorting
For more detail on using the Reporting Suite's sorting capabilities, please see the Reporting Suite support article.
Updated 12 months ago