The Orders report gives you a line-by-line list of your orders with totals, client details, and balances — useful for reviewing sales activity over a date range.
Where to Find It
Reports → Transaction Reports → Orders
What This Report Shows
Order number and date
Order total, total with fees, and total excluding tax
Item quantity
Client name, email, and address
Delivery and venue address, and delivery type
Order type, balance due, card fee, and the user who created the order
Filters You Can Apply
Date type — match the date range against the start, end, event, or creation date
Date range — the period you want to review. A single report can cover up to about 13 months at a time; to review a longer span, run consecutive ranges and combine the exported files in Excel.
Minimum order amount and minimum item count
Order status, order type, and event type
Client
Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)
⚠️ What This Report Already Filters Out
Note what this report leaves out automatically — regardless of your filters:
Order templates and deleted orders are excluded. Only real, non-deleted orders are counted.
Permissions & Visibility
If your account is restricted to clients or orders you manage, you'll only see those. You'll also only see orders for the locations you have access to.
Exporting
You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.
Need Help?
If you have questions about the Orders report, contact us at [email protected].