The Orders By Status report provides a summary of orders across selected events, including exhibitor information, booth number, order number, order date, order total, and balance due. Results can be summarized by event and order status, or by event alone.
Description
The Orders By Status report displays a list of orders with the exhibitor name, booth number, order number, order date, order total, and outstanding balance.
The report can display subtotals by order status within each event or by event alone, depending on the selected View By filter.
Each order number includes a link to the corresponding order details, allowing you to open an individual order directly from the report.
Report Example
Available Filters
Use the following filters to select the events and orders included in the report and control how results are organized.
| Field Name | Available Values | Default |
|---|---|---|
| Event(s) | All events in the store | Future Events |
| Status(es) | Payment Pending Confirmed Cancelled Closed |
Payment Pending Confirmed Closed |
| View By | Subtotal By Event and Status Subtotal By Event |
Subtotal By Event and Status |
| Starting Event Start Date | Beginning event start date for the report | Current date |
| Ending Event End Date | Ending event start date for the report | None |
| Starting Order Date | Earliest order date to include in the report | 1/1/2010 (effectively all orders since the system became operational) |
| Ending Order Date | Latest order date to include in the report | Today's date |
| Customer Type(s) | Standard EAC Show Organizer |
All |
| Delete Status | Not Deleted All Orders Deleted |
Not Deleted |
| Suppliers | All active suppliers | All suppliers, or only the logged-in user's supplier, depending on security settings |
| Group By | Event Customer |
Event |
Filter Details
Event(s): Selects the events included in the report. Future Events is selected by default.
Status(es): Determines which order statuses are included. By default, Payment Pending, Confirmed, and Closed orders are included. Cancelled orders are excluded unless selected.
View By: Controls how order totals are subtotaled. Select Subtotal By Event and Status to display subtotals for each order status within an event, or Subtotal By Event to display event-level subtotals.
Starting Event Start Date and Ending Event End Date: Define the event date range included in the report. The starting date defaults to the current date, while the ending date is unset.
Starting Order Date and Ending Order Date: Define the range of order dates included in the report. By default, the starting date is January 1, 2010, and the ending date is today's date.
Customer Type(s): Allows you to filter orders by customer type, including Standard, EAC, and Show Organizer. All customer types are included by default.
Delete Status: Determines whether the report includes orders that have been deleted. Options include Not Deleted, All Orders, and Deleted. Not Deleted is selected by default.
Suppliers: Allows you to filter orders by supplier. The available selection may be restricted to the logged-in user's supplier based on security settings.
Group By: Determines whether results are organized by Event or Customer. Event is selected by default.
Report Details
The View By filter controls the subtotal structure of the report. You can display subtotals by event and order status, or by event alone.
The Group By filter provides an additional option to organize results by event or customer.
Each order number is linked to its corresponding order details, making it easy to review individual orders directly from the report.
Tip: Use Subtotal By Event and Status to compare outstanding balances across different order statuses within each event. Select Subtotal By Event when you need a simpler event-level summary.
Sample Report
Open the Orders By Status PDF to see an example of the finished report, including order details, totals, balances, and subtotals.