This report will give you a complete summary of orders based on your selected filters.
To pull the Default Summary Report, navigate to the 'Orders' page.
1. Adjust your filters accordingly. Whether that's looking at shipping orders for a certain time period, looking at club orders, held orders, etc.
2. Click the 'Submit' button to refresh the page to only show orders with your selected filters
3. On the Export drop-down menu, choose 'Default Summary Report.'
This will send an email of the file to the email address associated with your login profile.
Once the report is pulled, it will look something like this:
You'll be able to view the following information:
1. Order Date
2. Customer's First & Last Name
3. Customer's Contact Information
4. Net Amount
5. Taxes
6. Shipping
7. Refund/Surcharge Amounts
8. Order Total
9. Invoice Number/Transaction ID
10. Private Notes
11. CRV Fees & Taxes
12. State
13. Pick-up Date
14. Employee
15. Location
16. Items
17. Club (If Applicable)
18. Shipping Information
19. Ship Date
20. Delivery Date
21. Tracking Number
22. Club Release (If Applicable)