The Orders by Date report lists orders created within a selected date range. It allows you to control the level of detail displayed, including product information, pricing, payments, order notes, and onsite contacts.
Description
The Orders by Date report provides a list of orders created between two specified dates. You can also filter orders by event dates, order status, and customer type.
The report offers several options for controlling the information displayed. You can include item details with or without pricing, payment information, order notes, and onsite contact information.
Additional options allow you to group orders by event or order origin and insert page breaks between individual orders.
Report Example
Report Details
Grouping Orders
The report can be grouped by event or by order origin, depending on the selected Group By parameter.
Order origin identifies whether an order was created through the storefront or within Boomer Admin.
Item Details and Additional Sections
The Item Details parameter controls whether product details are included and whether pricing is displayed.
The Print Sections parameter allows you to include payment information, order notes, and onsite contact details.
Available Filters
Use the following filters to customize the date range, order selection, grouping, and information included in the report.
| Field Name | Available Values | Default |
|---|---|---|
| Status(es) | Payment Pending Confirmed Cancelled Closed |
Payment Pending Confirmed Closed |
| Starting Event Start Date | Beginning event start date for the reporting period | Beginning of Time |
| Ending Event End Date | Ending event date for the reporting period | End of Time |
| Starting Order Date | Earliest order creation date to include in the report | Blank |
| Ending Order Date | Latest order creation date to include in the report | Blank |
| Customer Type(s) | Standard EAC Show Organizer |
All |
| Item Details | None Details Without Pricing Details With Pricing |
None |
| Page Break Between Orders | No Yes |
No |
| Print Sections | Payments Notes Onsite Contact |
Payments Notes Onsite Contact |
| Group By | None Event Origin (Storefront or Admin) |
None |
Filter Details
Status(es): Determines which order statuses are included in the report. Available statuses are Payment Pending, Confirmed, Cancelled, and Closed. Payment Pending, Confirmed, and Closed are selected by default.
Starting Event Start Date: Specifies the earliest event start date to include in the reporting period. The default is Beginning of Time.
Ending Event End Date: Specifies the latest event end date to include in the reporting period. The default is End of Time.
Starting Order Date: Specifies the earliest order creation date to include in the report. This field is blank by default.
Ending Order Date: Specifies the latest order creation date to include in the report. This field is blank by default.
Customer Type(s): Allows you to limit the report to selected customer types, including Standard, EAC, and Show Organizer. All customer types are included by default.
Item Details: Controls whether individual product details are included and whether pricing information is displayed.
- None: Excludes item details from the report. This is the default selection.
- Details Without Pricing: Includes product details without displaying pricing information.
- Details With Pricing: Includes product details and associated pricing information.
Page Break Between Orders: Determines whether each order begins on a separate page. Select Yes to insert page breaks between orders. No is selected by default.
Print Sections: Determines which additional sections are included in the report.
- Payments: Includes payment information associated with each order.
- Notes: Includes order notes.
- Onsite Contact: Includes onsite contact information.
All three sections are selected by default.
Group By: Controls how orders are organized in the report.
- None: Displays orders without additional grouping. This is the default.
- Event: Groups orders by event.
- Origin (Storefront or Admin): Groups orders according to whether they were created through the storefront or within Boomer Admin.
Tip: To review orders created during a specific period, enter the desired Starting Order Date and Ending Order Date. Select Details With Pricing under Item Details for a complete breakdown of ordered products and their prices. Use Group By: Origin (Storefront or Admin) to distinguish storefront orders from orders entered by administrators.
Sample Report
Open the Orders by Date PDF to see an example of the finished report.