Orders Detail by Date Range

Overview

In this article, you will learn about Sellercloud’s Orders Detail by Date Range report. This report is based on the order date, meaning it includes all orders placed during the selected period, even if they have not yet been shipped. You can see information about:

Order Details: Order ID, Channel, Channel Order Number, Quantity, Subtotal, Shipping, Tax, Additional Charges, Grand Total, Order Date, Order Status, and Profit Status.
Financial Details: Payments, Refunds, Adjustments, Item Cost, Shipping Cost, Total Fees, Item Cost Total, Accrual Profit, Cash Profit, Accrual Profit Margin, Cash Profit Margin, and Discount.
Shipping Details: Ship Date, Ship Status, and Shipping Discount.

This report includes FBA orders even if they have not yet been created in Sellercloud.

You can run this report automatically with Scheduled Tasks.

For more information about Sellercloud’s Financial Reporting Suite, see the Reports FAQ.

Access and Customize the Report

To use the report, follow these steps:

Navigate to Reports > Orders > Orders Detail by Date Range.
Set up the Default and Custom filters to ensure that the report displays exactly what you need.
Click Search. Each filter you apply gets highlighted in green. If a filter is gray or not displayed at all, it’s not active.
To manage the columns in the report, click the three dots icon on the top right and select Customize Columns. You can:
1. Reorder columns by dragging them up or down in the list.
2. Hide columns by clicking the Trash icons.
3. Add columns by clicking Add column.
To sort the data differently, use the Sort by menu.
To save your filtering and sorting options, click Save view, type a Name and click Save.
To export the full report to a spreadsheet, click Actions on the bottom right and select Export to Excel. Spreadsheets include all columns, including those hidden in the report.

Filter and Column Definitions

Default Filters

Filter	Description
Company	Include only orders from one or more Companies.
Channel	Include only orders from one or more sales Channels.
Date Range	Select a preset time range from Yesterday to Last Year.
Date	Enter the Start and End dates. For a single date, choose the same Start and End date.
Date Type	Choose how to reflect orders and their associated activity: - Order - Creation - Include all orders whose creation date is within the selected date range.

Custom Filters

Filter	Description
Accounting Basis	Choose between: - Cash - Show Cash Profit and Cash Profit Margin in the report. - Accrual - Show Accrual Profit and Accrual Profit Margin in the report.
Company Group	Include only products from one or more Company Groups.
Order #	Include only one or more specific orders by order number.
Order Status	Include only orders with a specific status.
Payment Status	Include only orders with specific payment statuses.
Profit Status	Include only orders with a specific profit status - Actual or Estimated.
Settlement Status	Include only Amazon and FBA orders in one of two ways: - All Orders - Shows profit for all orders regardless of settlement status. - Settled - Shows profit only for orders that have settlement data.
Ship Status	Include only shipped or unshipped orders.
Wholesale Customer	Include only orders from one wholesale customer.

Report Data

Column	Description
Order Number	Shows the Sellercloud order number.
Channel	Shows the order’s sales channel.
Channel Order Number	Shows the channel-specific order number.
Quantity	Shows the number of product units sold.
Subtotal	Shows the total amount of the items before any discounts, tax, shipping, etc.
Shipping	The amount paid for shipping the order.
Tax	Shows the amount paid for tax for the order.
Additional Charges	Shows the total amount of any additional charges.
Grand Total	Shows the total amount of the order.
Payment	The actual amount the buyer paid.
Refunds	Shows the total refund amount from orders.
Adjustments	Shows any positive or negative adjustment amounts to orders.
Items Cost	Shows the total amount paid to purchase all items, including refunds and other fees.
Shipping Cost	Shows the cost of outbound shipping.
Total Fees	Shows the total sum of various charges.
Item Cost Total	Shows the total item cost, calculated as such: (Item Cost – Rebate) + Shipping Cost + ...
Profit	Cash Profit or Accrual Profit, based on the Accounting Basis custom filter.
Profit Margin	Cash Profit Margin or Accrual Profit Margin, based on the Accounting Basis custom filter.
Discounts	Shows the amount of any discounts applied to the order.
Order Date	Shows the date when the order came in.
Order Status	Shows the order status.
Profit Status	Shows the profit status - Actual or Estimated.
Ship Date	Shows the date set for shipping the order.
Ship Status	Shows the order’s shipping status.
Shipping Discount	Shows any discount applied to the shipping.