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Campaign Summary Report

The campaign summary report shows the distribution of funds to the campaigns. This report is used to get a high level view of sales for each campaign.

Campaign Summary Report

Filtering

The report is filterable by the following fields:

  • Order and Transaction start date
  • Order and Transaction end date
  • Fund

Info

The date filter is applied to the payment date of the transaction when calculating all columns except the Gross Amount which uses the order date.

Data Fields

The following fields are included in the report:

Column Description
Campaign The name of the campaign in the default language.
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.
Refunded The sum of the refunded transactions. This is always a negative number.
Removed The sum of the removed transactions. Items are removed from an order by an Admin, usually in response to a refund.
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.
Net Collected Amount - Refunded Amount - Fees = New Amount

The following fields are added when the report is exported:

Column Description
Collected Credit Card The sum of the paid transactions with credit card payments. This does not include refunds or canceled installment plans.
Collected Check The sum of the paid transactions with check payments. This does not include refunds or canceled installment plans.
Balance The amount owed from the order.

Export

This report is exportable in the following formats:

  • CSV File