Campaign Detail Report
The campaign detail report provide a detailed record for every purchase for the specified campaign.
Accessing
To access the report, use one of the following methods:
- In the Admin, navigate to Store > Campaigns.
- Click the View button for the appropriate campaign.
- Click the Campaign Detail Report link in the right sidebar.
Or:
- In the Admin, navigate to Store > Reports.
- Select the Campaign Detail Report, campaign, and date range.
- Click the Generate Report button.
Filtering
The report is filterable by the following fields:
- Order and Transaction Date
- Fund
Data Fields
The following fields are included in the report:
Column | Description |
---|---|
Gross | The sum of the purchased items of an order. This value does not include payment information (e.g., refunds, installments, failed payments, etc) nor is it affected by canceled order items. |
Collected | The sum of the paid transactions. This does not include refunds or canceled installment plans. |
Refunds | The sum of the refunded transactions. This is always a negative number. |
Net | Collected Amount - Refunded Amount - Fees = New Amount. |
The following fields are included when the report is exported:
Column | Description |
---|---|
Order Number | The number of the order. |
Purchaser | The first name, last name, and email of the purchaser. |
Description | The name of the campaign. |
Quantity | The quantity purchased. |
Purchase Options | Selected product options, member names, and notes to school. |
Gross Amount | The sum of the purchased items of an order. This value does not include payment information (e.g., refunds, installments, failed payments, etc) nor is it affected by canceled order items. |
Collected Amount | The sum of the paid transactions. This does not include refunds or canceled installment plans. |
Refunded Amount | The sum of the refunded transactions. This is always a negative number. |
Fees | The sum of the fees for a set of transactions. This could be a negative or positive number. Transaction fees are calculated for each campaign with an accuracy +/- $0.01. The transaction fee of $0.30 is distributed evenly based on the dollar amount of the items. When a refund occurs, the transaction fee is refunded when the entire amount is refunded. This can result in irregularities in how the fee is distributed to the campaign. |
Cancelled | The amount of the order that was cancelled. Applies to installments payments. |
Payment Method | The method of payment. |
Delivered | Status of the delivery if the item needs fulfillment. |
Date Ordered | The date the order was placed. |
Order Source | Origination of the order (Admin, Store, Registration). |
Number of Students | Number of registered students. This will be zero for unregistered purchases. |
Student Information | First name, middle name, last name, grade, teacher, custom fields. |
Parent Information | First name, last name, address, city, state, zip code, email, phone, alt phone, employer, custom fields. |
Notes
- This report is filterable by date when created from the report section.
- All purchases are included in this report for the specified campaign when selected from the campaign page.
- Student information is included when the ‘Associate with Student’ option is enabled in the campaign.
- Store orders will have student and parent information if the purchaser is registered for the current school session.
Export
This report is exportable in the following formats:
- CSV File