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Transactions Amounts Report

See how many orders fall into each dollar-amount range, with filters and built-in exclusions.

Written by Hrant Minasyan

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].

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