{"id":4377,"date":"2025-11-26T11:58:26","date_gmt":"2025-11-26T11:58:26","guid":{"rendered":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/?p=4377"},"modified":"2025-11-26T14:08:44","modified_gmt":"2025-11-26T14:08:44","slug":"review-orders-reports","status":"publish","type":"post","link":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/review-orders-reports\/","title":{"rendered":"How to Review Orders and Find Sales Trends?"},"content":{"rendered":"\n<p>Reviewing your orders goes beyond simple bookkeeping; it&#8217;s a strategic process to uncover vital sales trends, understand customer purchasing patterns, and track your revenue flow over time. Using the <a href=\"https:\/\/ithemelandco.com\/plugins\/woocommerce-report\/?utm_source=kb&amp;utm_content=order-report\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>REPORTiT &#8211; Advanced Reporting for WooCommerce plugin<\/strong><\/a>, you can make informed decisions to grow your business by reviewing order reports.<\/p>\n\n\n\n<p>To get started, follow these initial steps:<\/p>\n\n\n\n<p>1. Navigate to the <strong>Revenue <\/strong>&gt; <strong>Orders<\/strong> report<\/p>\n\n\n\n<p>2. Use the date picker at the top to define the period you want to analyze (e.g., &#8220;Last month&#8221; or a custom range).<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Read More:<\/strong> <a href=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/use-date-filter-to-compare-performance\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Use the Date Filter and Compare Performance Across Time Periods?<\/a><\/p>\n<\/blockquote>\n\n\n\n<p>3. Use the advanced filters to drill down into the orders by specific criteria, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Customer Name: <\/strong>Retrieve orders and associated data for the specified customers.<\/li>\n\n\n\n<li><strong>Product name\/ SKU\/ Category\/ Tag\/ Attribute<\/strong>: Filter orders by a specific product, its identifier, or its characteristics.<\/li>\n\n\n\n<li><strong>Status\/ Order ID\/ Order total\/ Order item counts<\/strong>: Narrow down orders by state, a unique order ID, their cost, or the number of items they contain.<\/li>\n\n\n\n<li><strong>Country \/ State\/ City<\/strong>: Analyze order report from a specific location.<\/li>\n\n\n\n<li><strong>Coupon Code\/Discount: <\/strong>View the performance of a specific promotion or all orders that received a discount.<\/li>\n\n\n\n<li><strong>Tax Code\/ Shipping: <\/strong>Filter orders based on their tax rules or shipping methods.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/05-1-filter-date-and-data-in-order-report-1024x729.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1321\" height=\"729\" src=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/05-1-filter-date-and-data-in-order-report.png\" alt=\"Open Orders report in Reportit plugin\" class=\"wp-image-4384\"\/><\/a><\/figure>\n\n\n\n<p>\u0651For example, to see only orders that are on hold, simply select &#8220;<strong>On Hold<\/strong>&#8221; from the <strong>Order Status<\/strong> filter and press the <strong>Apply <\/strong>button as shown below:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/05-2-show-onhold-orders-report.png\"><img decoding=\"async\" width=\"1639\" height=\"864\" src=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/05-2-show-onhold-orders-report.png\" alt=\"filter orders to show only on hold orders report\" class=\"wp-image-4385\" srcset=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/05-2-show-onhold-orders-report.png 1639w, https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/05-2-show-onhold-orders-report-1536x810.png 1536w\" sizes=\"(max-width: 1639px) 100vw, 1639px\" \/><\/a><\/figure>\n\n\n\n<p>Once you&#8217;ve set your parameters, you will see the report organized into three powerful sections.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Section 1: The Orders Performance Summary<\/h2>\n\n\n\n<p>This overview provides an immediate snapshot of your order-related KPIs, helping you assess overall health and efficiency at a glance, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Orders<\/strong>: Total number of purchases.<\/li>\n\n\n\n<li><strong>Gross Sales<\/strong>: Total revenue before deductions.<\/li>\n\n\n\n<li><strong>Total Refunds<\/strong>: Total amount returned.<\/li>\n\n\n\n<li><strong>Discounts<\/strong>: Total value of promotions.<\/li>\n\n\n\n<li><strong>Net Sales<\/strong>: Revenue after refunds and discounts.<\/li>\n\n\n\n<li><strong>Shipping<\/strong>: Total shipping fees.<\/li>\n\n\n\n<li><strong>Taxes<\/strong>: Total taxes amount.<\/li>\n\n\n\n<li><strong>Total Sales<\/strong>: Final revenue collected.<\/li>\n\n\n\n<li><strong>Average Items Per Order:<\/strong> Mean items per transaction.<\/li>\n\n\n\n<li><strong>Average Order Gross: <\/strong>Mean revenue per order before deductions.<\/li>\n\n\n\n<li><strong>Average Order Net:<\/strong> Mean revenue per order after deductions.<\/li>\n<\/ul>\n\n\n\n<p>You can tailor this summary to your preferences. By clicking the <strong>Customize<\/strong> button, you can select which specific metrics to display or hide, ensuring your dashboard only shows the figures that matter most to your analysis.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/05-3-orders-snapshot-ovrerview-1024x321.png\"><img decoding=\"async\" width=\"1073\" height=\"321\" src=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/05-3-orders-snapshot-ovrerview.png\" alt=\"Orders snapshots overview\" class=\"wp-image-4386\"\/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Section 2: The Orders Trend Chart<\/h2>\n\n\n\n<p>This visualization tool transforms your order data into a clear picture of performance over time, making it easy to spot peaks, troughs, and patterns.<\/p>\n\n\n\n<p>The chart primarily visualizes the <strong>specific <\/strong>metric that you have clicked from the above section across the selected date range, allowing you to quickly identify busy periods and sales trends.<\/p>\n\n\n\n<p>For example, if you click on the <strong>Total Refunds<\/strong>, you can see the related chart:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/05-4-show-orders-total-refund-chart.png\"><img loading=\"lazy\" decoding=\"async\" width=\"994\" height=\"612\" src=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/05-4-show-orders-total-refund-chart.png\" alt=\"Show orders total refund chart \" class=\"wp-image-4387\"\/><\/a><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Customization Options:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Visual Type:<\/strong> Switch between a line chart to see smooth trends or a bar chart to compare values for each interval.<\/li>\n\n\n\n<li><strong>Time Interval:<\/strong> Adjust the grouping of data points to Weekly or Monthly views for a higher-level or more granular perspective.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/05-5-custmoize-report-options-1024x309.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1087\" height=\"309\" src=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/05-5-custmoize-report-options.png\" alt=\"Adjust and customize chart options\" class=\"wp-image-4388\"\/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Section 3: The Detailed Orders Table<\/h2>\n\n\n\n<p>This section is your master database, offering a comprehensive, line-by-line breakdown of every order with complete context for deep-dive analysis.<\/p>\n\n\n\n<p>The table includes a vast array of columns for each order, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Order Identification &amp; Core Details<\/strong><\/li>\n<\/ul>\n\n\n\n<p>These columns provide the fundamental information to identify and classify the order.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Date<\/li>\n\n\n\n<li>Order (Order ID)<\/li>\n\n\n\n<li>Status<\/li>\n\n\n\n<li>Payment Method<\/li>\n\n\n\n<li>Attribution (e.g., marketing source)<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Customer Information<\/strong><\/li>\n<\/ul>\n\n\n\n<p>These columns detail who placed the order and their customer classification.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customer (Username\/Email)<\/li>\n\n\n\n<li>Customer Type (e.g., New, Returning)<\/li>\n\n\n\n<li>Billing First Name<\/li>\n\n\n\n<li>Billing Last Name<\/li>\n\n\n\n<li>Billing Company<\/li>\n\n\n\n<li>Billing Address 1<\/li>\n\n\n\n<li>Billing Address 2<\/li>\n\n\n\n<li>Billing City<\/li>\n\n\n\n<li>Billing State<\/li>\n\n\n\n<li>Billing Country<\/li>\n\n\n\n<li>Billing Postcode<\/li>\n\n\n\n<li>Billing Email<\/li>\n\n\n\n<li>Billing Phone<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Product &amp; Cart Composition<\/strong><\/li>\n<\/ul>\n\n\n\n<p>These columns focus on what was purchased and the composition of the orders.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u00b7 Products (Product names\/variations)<\/li>\n\n\n\n<li>Items Sold (Total quantity of items)<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Financial Metrics<\/strong><\/li>\n<\/ul>\n\n\n\n<p>These columns break down the monetary value of the order, from list price to final total.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Gross Sales<\/li>\n\n\n\n<li>Discounts<\/li>\n\n\n\n<li>Net Sales<\/li>\n\n\n\n<li>Shipping<\/li>\n\n\n\n<li>Tax<\/li>\n\n\n\n<li>Total Sales<\/li>\n\n\n\n<li>Refund<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Shipping Destination<\/strong><\/li>\n<\/ul>\n\n\n\n<p>These columns provide the shipping address, which may differ from the billing address.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Shipping First Name<\/li>\n\n\n\n<li>Shipping Last Name<\/li>\n\n\n\n<li>Shipping Company<\/li>\n\n\n\n<li>Shipping Address 1<\/li>\n\n\n\n<li>Shipping Address 2<\/li>\n\n\n\n<li>Shipping City<\/li>\n\n\n\n<li>Shipping State<\/li>\n\n\n\n<li>Shipping Country<\/li>\n\n\n\n<li>Shipping Postcode<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Customization Options<\/h3>\n\n\n\n<p>1. <strong>Column Management:<\/strong> Use the &#8220;columns&#8221; list to show or hide any of the available data columns, creating a focused view on the information you need.<\/p>\n\n\n\n<p>2.&nbsp; <strong>Search box Filtering:<\/strong> Utilize the search function and additional filters to find specific orders or customers quickly.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/05-6-orders-data-table-1024x521.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1069\" height=\"521\" src=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-content\/uploads\/sites\/16\/2025\/11\/05-6-orders-data-table.png\" alt=\"Orders report detailed data table\" class=\"wp-image-4389\"\/><\/a><\/figure>\n\n\n\n<p>You can also use the &#8220;Download&#8221; button to export the entire filtered dataset to a CSV or Excel file for external reporting or archival purposes.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Read More:<\/strong> <a href=\"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/export-reports\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Export Reports for Further Analysis?<\/a><\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Reviewing your orders goes beyond simple bookkeeping; it&#8217;s a strategic process to uncover vital sales trends, understand customer purchasing patterns, and track your revenue flow over time. Using the REPORTiT &#8211; Advanced Reporting for WooCommerce plugin, you can make informed decisions to grow your business by reviewing order reports. To get started, follow these initial [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-4377","post","type-post","status-publish","format-standard","hentry","category-plugin-usage"],"_links":{"self":[{"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/posts\/4377","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/comments?post=4377"}],"version-history":[{"count":4,"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/posts\/4377\/revisions"}],"predecessor-version":[{"id":4726,"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/posts\/4377\/revisions\/4726"}],"wp:attachment":[{"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/media?parent=4377"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/categories?post=4377"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ithemelandco.com\/docs\/woocommerce-report\/wp-json\/wp\/v2\/tags?post=4377"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}