Store Reports Donations & Memberships
Store Essentials
- The store list all your online orders and the details for each
- The Advance Search button opens the searching option menu and chooses for the columns of information you want to see and the order for the columns
- Advance Search columns we need most often is Dates, Line Item for product name, Product Options for seeing the options on a order and Show the following columns where we select Product options - Serialized Extra Values, to display the product options in the report
- You can export search results from the search page as well.
Store Online Orders
- The store opens to the Online Order Workflow tab
- Here we see the list of recent orders and notes about payment method and date
- Once orders have been clarified correct and paid we click the checkbox for them and click the Complete and Archive button
Store Reports - Reports By Line Item
- At the Store page, locate and click on the Reports Tab
- Locate and click on the Reports - By Line Item Tab
- This will create a report of the online order by product name
- Locate and click on the Advance Search button above the Prepared Reports option list
Advance Search Options
- When you click on the Advance Search button you open the list of search options you can choose from
Line Item Option
- To do a search related to the product name, click on the down arrow for Line Item Name, and select Contains, and the type in the text relevant for product name information you want a report on.
Search for Product Option you need a report on
- Click on Name for the Product Option Name and select Begins With to see the values in the column or Contain, and type in the information you are looking to see in your report
- Click Value to see the Production Option choose and and select Begins With to see the values in the column or Contain, and type in the information you are looking to see in your report
Select the columns you want to see in the report
- Click on Show the Following Columns to select the columns you want to see in your report
- Select Searlized Extra Values to see the product option chooses in your report
Report with Columns for Donation name and choose
- In this sample report we have set the Line Item Name to Begins with and the Product Options for Name and Value to Begins with