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IntelliCart Sales

IntelliCart Sales

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Description: The IntelliCart Sales report displays orders that were made by users via IntelliCart.

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Report Filters:

Search Bar: Searches any columns that have the search function enabled. Confirm columns are included in the search under “Personalize Report” button.

Courses selection: Select only the course or courses you wish to view

Payment Type: Filter report to show only results using a specific payment type

Date Filter: Two date filters for the circle charts are located in the top right corner, use the drop down menu to filter results by: All Time, Today, Yesterday, Last 7 Days, Last 30 Days, Last 90 Days, Last 12 Months, This Year, Last Year, and More Preset Dates, and Custom.

Columns in Report:

Unique identifier for the specific transaction

Name of Products purchased by user

Courses included in the product purchased

Name of Vendor used to purchase product

Date the product(s) were paid for

Total amount of tax added, if applicable

Type of payment used

Total amount due, includes product total and tax

Amount of discount available to user, if applicable

If a coupon was used for a discount, the coupon code will display here

Status of the payment, will display as “Completed” or “Incomplete”

Unique Identifier for the Invoice associated with the transaction

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