Accessing Store Reports
Table of Contents
Checking the Custom Checkout Fields on an Order
Pulling an Orders Report
1) From the Store Dashboard, select the Transactions Page > Orders tab, and apply any filters needed such as Participant, Campaign, Purchased on, Status, email, phone, order #, etc.
Then look for and click on the "Export Orders" button located on the top of your screen.
2) This will generate a .csv file containing all of your store transactions up to that date.
The exported report file contains the following column fields:
- Store Title (the name of your program)
- Amount
- Total Cost
- Net
- Shopper Name
- Shopper Email
- Status of Payment
- Payment Date
- Stripe Payment ID
- Product
- Quantity
- Order Number
- Participant
- Campaign Questions
- Extra Field Entries
Checking the Custom Checkout Fields on an Order
1) From the Store Dashboard, select the Transactions Page > Orders tab, and apply any filters needed such as Participant, Campaign, email, order #, etc.
2) Click on the order to see more details.
3) Scroll down to the Order Items section to see more details from their Custom Checkout Field answers.
Order Admin Notes
Should you need to add a Note on an Order, you can reach out to our Support Team at support@simpleraise.com. Our support team will add an "Admin Note" that is visible for you and your other program Administrators on this account.
NOTE: Only a Simple Raise Support Team member can add an Admin Note to an Order.