Abandoned Orders Report
This report will give you a quick overview of the sales orders you have that are assigned the status of Abandoned. Potential uses of this report include, keeping record of potential orders that were never finalized and correcting statuses on orders not meant to be marked abandoned. If you have a website you can see how many people began the process of checkout but then didn’t complete payment.
The report will populate Order ID, Customer ID, Total Price, the date the order was marked abandoned, and the name of the company that placed the order.
- Click Reports.
- Click Sales Reports.
- You will be redirected to the Managerial Accounting Reports screen.
- Click Abandoned Orders.
- You will be redirected to the report. See image below:
- In the top right, Click Advanced Filters.
- Set your Date Range. This will populate data based upon invoice dates.
- Recommended: Click the check box for search by Creation Date to populate data based upon the date orders were created instead of their invoice dates. Most abandoned orders are not likely to have an invoice date.
- Click Filter.
- Your report will populate under the Quick Preview section.
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