The Reports tab will only show if you have a Stripe account setup with PLIC Books. There are a number of pre-built reports for you to pick from in the Saved Reports dropdown. The default reports you can choose from are:

  • All Order Summaries

  • Store Order Summaries

  • Refunded Order Summaries

  • Store Order Details

  • Store Book Order Details

  • Store Ad Order Details

The default report for All Order Summaries shows both Store and Manual cash orders. If you want to view only online Store orders, use the Store Order Summaries report. Summary reports show a single line per customer order and can include multiple yearbook or ad sales in them. If you want to view a report with line items broken out into multiple lines, use the Details reports. If you want to get a list of names for each yearbook sold, you will need to use the Details reports since the Summaries reports will only show one subject per order even if different names were entered for the different yearbook line items.

Date Filter

Below the selected report, you will have an option to search for a specific date range of orders. The default is to load all of the orders made in the past 30 days. You can change that to any past number of days, or switch to an explicit date range. To search an explicit date range, click on the dropdown that says Past X Days and change it to Date Range.

Summary Report Fields

  • Project Name

  • Project Short Code

  • School Name

  • School Short Code

  • Primary Subject Name - Even if multiple yearbooks are ordered, this will only be the FIRST yearbooks name

  • Primary First Name

  • Primary Last Name

  • Primary Teacher

  • Primary Grade

  • Email

  • Order #

  • Type - Manual, Imported, or Books Store

  • State - Paid, Refunded, or Disputed

  • Created Date

  • Last Modified Date - if you manually edit any order info, this will be different than the created date

  • Personalization Notes

  • Product SKUs - List of line items skus sold

  • Product Names - List of line item names sold

  • Shipping Address - combination of shipping fields

  • Shipping Line 1

  • Shipping Line 2

  • Shipping City

  • Shipping State

  • Shipping Zipcode

  • Sub Total

  • Tax

  • Handling Fee

  • Shipping Fee

  • Coupons Applied - Dollar amount of coupons used

  • Coupons Codes - List of the coupon codes applied to the order

  • Order Total

  • Charge ID - A stripe charge id you can use to correlate with a Stripe transaction

Detail Report Fields

  • Project Name

  • Project Short Code

  • School Name

  • School Short Code

  • Subject Name

  • First Name

  • Last Name

  • Teacher

  • Grade

  • Email

  • Order #

  • Type - Manual, Imported, or Books Store

  • State - Paid, Refunded, or Disputed

  • Created Date

  • Last Modified Date - if you manually edit any order info, this will be different than the created date

  • Personalization Notes

  • Product SKU - Line item sku

  • Product Names - Line item name

  • Quantity - Number sold for this line item. For online orders will usually be 1. For cash orders it can be greater than 1.

  • Shipping Address - combination of shipping fields

  • Shipping Line 1

  • Shipping Line 2

  • Shipping City

  • Shipping State

  • Shipping Zipcode

  • Product Price - The price listed for the product. Note this does NOT include taxes, fees, shipping, discounts, etc...

  • Charge ID - A stripe charge id you can use to correlate with a Stripe transaction

Report Settings

Each of these reports can be customized to display the data in the way you want. Click on Report Settings and a list of options will show up. Here you can customize the name of the report which will change the name of the CSV or PDF you generate.

Display Fields

Choose the list of fields you want to be in the report. If you want to change the order of the fields, go down to Preview Data and drag the column header to be in the order you want it to be. To change the sort, click on the field you want to sort. Click again to change to descending sort. Click a third time to remove the sort. Multiple sorts are supported, and the order the fields are sorted in is shown by the circled number next to the field header.

Group By Fields

When creating PDF reports, all of the rows are listed in one giant table by default. If you want to separate different sets of data from each other, you can change the group by.

Header Fields

If you are grouping by a field, you can customize the PDF report to have a different header for each group's table. This allows you to display more columns since you don't need the subject name to be repeated on every row when they all are the same subject. This will not work correctly unless your data is grouped by the same criteria.

Report Filters

Report filters are listed separately from the rest of the Report Settings. To get started, click on the Report Filters to open up this section of the settings. Click Add Filter to get started. You can filter on any of the fields which can be displayed. We currently support the following filter conditions which are done case insensitive:

  • Equals

  • Does Not Equals

  • Contains

  • Does Not Contain

  • Starts With

  • Ends With

  • Greater Than

  • Less Than

  • Is Blank: Is blank text or 0 in the case of numbers like Order Total

  • Is Present: Not blank text or 0 in the case of numbers like Order Total

You can match a single field against multiple values by clicking on the plus icon to the right of the filter. You can use this to check for Projects equaling "Cool School", "Other School", and "Nice School" for example.

Below the list of active filters you can click Add Filter to add another AND filter condition. You can remove any unneeded filter conditions by clicking on the red x to the far right of the filter. There is no limit on how many filter conditions you are using at a time. You will see a preview of the results of your filter below.

Saving Reports

You can save reports that you will be using a lot for later use. After setting up the report the way you want, click on Save Custom Report. This button will only be available if something has changed about the report since you last loaded/saved it.

Saved reports are name specific. You can only have one report of the name "All Order Summaries" for example. If you load the All Order Summaries report, make some changes, and click on Save Custom Report, it will overwrite the All Subjects report. If you don't want to overwrite the existing report, change the name first!

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