Purchase Summary

Purchase Summary reports allow you to view on site, as well as export a .CSV file, a report that shows the number of times an item has been purchased within your specified date range. This can be further filtered by attributes, categories, channels (multi-channel sites only) and payment gateways to be as specific or as broad as you like.

Filter Options

  • Date Range
    • Can be a custom date range, or use range presets from the "Select date range" drop down
  • Payment Gateway
  • Currency
    • CAD/USD
  • Channel Selection (only available on multi-channel platforms)
  • Advanced Filters
    • Attribute Groups
    • Categories

Information Included In The Report

  • Item Description
    • Name of individual videos, or packages
  • Number of purchases
  • Currency
    • CAD/USD Depending on your filter settings
  • Net Amount
  • Taxes
  • Total dollar amount for that Item

How To Generate A Report

  1. Select your date range
  2. Select your payment gateway
  3. Select your currency
  4. Select your channel (only available on multi-channel platforms)
  5. (Optional) Apply any advanced filters
    1. Click "Add"
  6. Click "Search" to generate the report
  7. Click "Export CSV" if you would like a downloaded copy of this report