# 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](https://descartessystems.aha.io/pages/7630838715868958891).

For more information about Sellercloud’s Financial Reporting Suite, see the [Reports FAQ](https://descartessystems.aha.io/pages/7630865220332472858).

## Access and Customize the Report

To use the report, follow these steps:

1. Navigate to **Reports** > **Orders** > **Orders Detail by Date Range**.

2. Set up the **Default** and **Custom filters** to ensure that the report displays exactly what you need.

3. Click **Search**. Each filter you apply gets highlighted in green. If a filter is gray or not displayed at all, it’s not active.

4. 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**.

5. To sort the data differently, use the **Sort by** menu.

6. To save your filtering and sorting options, click **Save view**, type a **Name** and click **Save**.

7. 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](https://descartessystems.aha.io/pages/7630838368529930257). |
| **Channel**      | Include only orders from one or more sales [Channels](https://descartessystems.aha.io/pages/7630870720735739402). |
| **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: <br>- **Order**  <br>- **Creation** - Include all orders whose creation date is within the selected date range. |

### Custom Filters

| **Filter**                    | **Description**                                                                                                                              |
|-------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------|
| **Accounting Basis**          | Choose between: <br>- **Cash** - Show Cash Profit and Cash Profit Margin in the report.<br>- **Accrual** - Show Accrual Profit and Accrual Profit Margin in the report. |
| **Company Group**             | Include only products from one or more [Company Groups](https://descartessystems.aha.io/pages/7630838282103460827).                       |
| **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: <br>- **All Orders** - Shows profit for all orders regardless of settlement status. <br>- **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](https://descartessystems.aha.io/pages/7630865220332472858), based on the **Accounting Basis** custom filter. |
| **Profit Margin**            | [Cash Profit Margin or Accrual Profit Margin](https://descartessystems.aha.io/pages/7630865220332472858), 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.
