Campaign Detail Report

The campaign detail report provide a detailed record for every purchase for the specified campaign.

Accessing¶

To access the report, use one of the following methods:

1. In the Admin, navigate to Store > Campaigns.
2. Click the View button for the appropriate campaign.
3. Click the Campaign Detail Report link in the right sidebar.

Or:

1. In the Admin, navigate to Store > Reports.
2. Select the Campaign Detail Report, campaign, and date range.
3. Click the Generate Report button.

Filtering¶

The report is filterable by the following fields:

• Order and Transaction Date
• Fund

Info

The date filter is applied to the payment date of the transaction when calculating all columns except the Gross Amount which uses the order date.

Data Fields¶

The following fields are included in the report:

Column	Description
Gross	The sum of the purchased items of an order. This value does not include payment information (e.g., refunds, installments, failed payments, etc) nor is it affected by canceled order items.
Collected	The sum of the paid transactions. This does not include refunds or canceled installment plans.
Refunds	The sum of the refunded transactions. This is always a negative number.
Net	Collected Amount - Refunded Amount - Fees = New Amount.

The following fields are included when the report is exported:

Column	Description
Order Number	The number of the order.
Purchaser	The first name, last name, and email of the purchaser.
Description	The name of the campaign.
Quantity	The quantity purchased.
Purchase Options	Selected product options, member names, and notes to school.
Gross Amount	The sum of the purchased items of an order. This value does not include payment information (e.g., refunds, installments, failed payments, etc) nor is it affected by canceled order items.
Collected Amount	The sum of the paid transactions. This does not include refunds or canceled installment plans.
Refunded Amount	The sum of the refunded transactions. This is always a negative number.
Fees	The sum of the fees for a set of transactions. This could be a negative or positive number. Transaction fees are calculated for each campaign with an accuracy ± $0.01. The transaction fee of $0.30 is distributed evenly based on the dollar amount of the items. When a refund occurs, the transaction fee is refunded when the entire amount is refunded. This can result in irregularities in how the fee is distributed to the campaign.
Cancelled	The amount of the order that was cancelled. Applies to installments payments.
Payment Method	The method of payment.
Delivered	Status of the delivery if the item needs fulfillment.
Date Ordered	The date the order was placed.
Order Source	Origination of the order (Admin, Store, Registration).
Number of Students	Number of registered students. This will be zero for unregistered purchases.
Student Information	First name, middle name, last name, grade, teacher, custom fields.
Parent Information	First name, last name, address, city, state, zip code, email, phone, alt phone, employer, custom fields.

Notes¶

• This report is filterable by date when created from the report section.
• All purchases are included in this report for the specified campaign when selected from the campaign page.
• Student information is included when the 'Associate with Student' option is enabled in the campaign.
• Store orders will have student and parent information if the purchaser is registered for the current school session.

Export¶

This report is exportable in the following formats:

• CSV File