The Transactions Amounts report shows how many of your orders fall into each dollar-amount range, so you can understand the distribution of order sizes.
Where to Find It
Reports → Financial Reports → Transactions Amounts
What This Report Shows
Each amount range (bucket)
Number of orders in that range
Totals and subtotals for the range
Filters You Can Apply
Date type — match the date range against the event date, order start date, 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.
Order type and transportation type
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:
Order templates and deleted orders 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 Transactions Amounts report, contact us at [email protected].
