Run an itemized orders report
An itemized order report lets you see the list of all online or in-person orders that you've processed through GoDaddy Payments during a specified date range. You can generate an itemized order report through the Dashboard in your web browser or on your GoDaddy smart terminal.
The itemized orders report displays the sales summary at the top as well as the list of all orders grouped as open and completed, returned, and cancelled. For each order, there are also additional details like the order ID, names and quantities of the products or services included in the order as well as the name of the employee who processes the order.
- Go to the Dashboard where you manage your GoDaddy Payments account (use your GoDaddy username and password).
- Select Reports.
- Select Itemized Orders Report.
- In the Type dropdown menu, ensure that Orders Report is selected.
- In the To and From fields, specify the date range for the report.
- Select Generate to pull your report. (This can take a few minutes.)
- You'll receive an email notification when the report is ready. Select the link in the email to return to Reports. The report will appear below your filter selections.
- Select the report to review a summary and breakdown of transactions during the selected time period. You can also adjust the report format depending on how you want to use the data:
- To download the report in Excel, select Excel. You can filter the report data in Excel by different variables (for example, transactions processed by a specific employee).
- To download the report in PDF format, select PDF (if available).
- Use the filters above the report list (under Report History) to locate a previously generated report based on the report type and/or the date the report was generated.
- From your smart terminal home screen, tap Settlements or Deposit.
- Tap Reports in the lower-right corner.
- Tap Generate Report.
- In the Type dropdown menu, tap Itemized Orders.
- In the Start date and End date fields, specify the date range for the report.
- In the Employee field, tap a specific employee. Or – leave the field as All employees to run a complete report of every transaction in that date range.
- Tap Generate to pull your report.
- When the report is ready, it will appear on your smart terminal screen. Tap View to open and review it.
Note: Reports created on the smart terminal will also display in your web browser Dashboard under Reports. Access them in your web browser to download a PDF or Excel version of the report.
The itemized order report includes several sections. At the top, there's a Sales Summary section that displays the dollar amount value for several categories:
- Gross Sales (with a further breakdown to Open Order Sales and Completed Order Sales)
- Returns Sales
- Deductions (with a further breakdown to Discounts and Discount Returns)
- Net Sales
- Adjustments (with a further breakdown to Taxes, Taxes Return, Fees, Fees Returns, Shipping and Shipping Return)
- Total Sales
In the Open and Completed Orders section, you can find all open and completed orders listed out along with more details for each, like, for example, the order ID, fulfilment status, the employee that processed the order, and more.
Below, there are Returned Orders and Cancelled Orders sections, that display the list of all returned or canceled orders with the additional details for each.
When the report is exported to Excel, each section is displayed as a tab in the Excel sheet.
