The Cancellation report lists cancelled orders along with their reasons, helping you spot trends in why business is lost.
Where to Find It
Reports → Transaction Reports → Cancellation
What This Report Shows
Order number and total (with and without fees)
Order type and event type
Cancellation reason and cancel date
Client name, the user who created the order, and the salesperson
Notes
Filters You Can Apply
Date type — match the date range against the event date, order start date, or cancellation 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.
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 shows and leaves out:
Only cancelled and expired orders appear. Active and completed orders are never shown here.
Order templates are excluded.
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 Cancellation report, contact us at [email protected].