Orders Report

The Orders table is a great place to track revenue for your site and view purchase history.

In this article:

About This Feature

View and Use Your Orders Report

Understanding Orders and Transactions

Exporting Your Orders and Transactions

Order Details

Order ID Setup

About This Feature

The Orders report allows you to track your sales and subscriptions. Here, you can see all of the sales that were made on your site and it includes all the information about the purchaser including referral source.

You can easily see new revenue based on the date that payment was made by the student, including seeing payments made for recurring subscriptions or payment plans.

Orders only appear for transactions completed through Thinkific's Built in Checkout using Thinkific Payments, Stripe, or PayPal. Orders are not tracked for external payment solutions.

View and Use Your Orders Report

Orders are updated once every 24 hours between 3:00 AM and 4:00 AM PST.

1. From your Admin Dashboard, select Sales
2. Select Orders

Here you can view your orders directly in Thinkific or export them as a CSV file.

Here are some tips on how to easily view your data on the Orders table:

• Use the date picker in the top right corner to filter for payments made during a specific time period. Note: transactions displayed in Thinkific are in UTC time zone.
• Click on a heading to sort by that column in ascending or descending order.
• Use the Columns button to hide additional columns from view in the table
• Use the full-screen button in the top right corner to view more.

Understand Orders and Transactions

The Orders table displays individual line items for each transaction that's attempted by students purchasing products on your site. For payment plans and subscriptions, you will see a new transaction listed in the Orders table each time a payment comes through from that student, including any payment attempts that failed.

The Order displayed refers to a purchase the student made for a specific product. A Transaction is the actual payment that was made, for a specific order. Payment Plans and Subscriptions can have multiple transactions listed under the same order.

For example, in the report below you can see the recurring monthly payments associated with the same order number.

Each line item in the Order report might have the following information:

• Date: when the transaction took place.
• Order: the specific purchase that a student made. Subscriptions and payment plan transactions are all linked in the same order.
• Amount: the value of the transaction on that specific date.
• Status: if a payment is successful, it's marked as complete; if it's unsuccessful, it's marked as failed.
• Type: either a one-time, subscription, payment plan purchase, or refund.
• Product: the name of the product the student purchased.
• Order Bump Product: lists any Order Bumps products that were included in the order.
• Provider: What payment provider was used to complete this order.
• Payment method: how the student paid; either by credit card, Paypal, or using an additional payment method.
• Name: the student's name.
• Email: the student's email.
• Referrer: if available, displays the name of the affiliate who referred the student.

Important Considerations

When viewing the Orders Report in Thinkific, it will display completed transactions only, it will not show subscription Orders that have a free trial period until the trial period is complete.

For example, if you have a 7-day trial period set on your subscription course, that wouldn't show in Thinkific until the first transaction takes place after 7 days. This only applies when viewing your Orders Report in your browser. You have the option to export your Orders as a CSV for a report that will include these free trial orders before the first transaction is completed.

Exporting Your Orders and Transactions

If you would like to export that data to use for your marketing or customer service, you can do so by clicking the Export button to get a CSV file emailed to you. CSV (comma-separated values) is a universal file type that can be opened by any spreadsheet program, such as Excel, or Google Sheets.

If you have applied any search filters or a date range, or modified the visible columns on your orders table, these will show in the export that you run.

The Orders option will export individual orders that were created during the date range that you have applied while the Transactions option will show each individual line item that occurred during that period. While you may see transactions for a particular order in a date range, if the order was not created in that date range, it will not appear in the order export.

If you are using Thinkific Payments, you can export detailed Transaction information using the Transaction report.

Order Details

To view a single order in Thinkific, select the Order ID within the Users Report to view the order details.

The information in your order details includes:

• Student name
• Order date
• Payment method
• Order Status
• Referrer
• Product name(s)
• Price
• Quantity (Group Orders only)
• Promotion (coupon code or a related Group Order)
• Purchased for (Gift orders only)
• Purchased by (Gift orders only)
• Tax
• Current order value

Order ID Setup

If you would like to change the default format of your Order IDs or the starting Order number, this can be updated within your Orders & Accounts Settings:

1. From your Admin Dashboard, select Settings
2. Select the Orders & accounts tab
3. Select Order setup
4. In the Order ID Starts From field, input where you would like your order numbers to begin from. The new order value will only be applied to orders created after changes are saved.
5. In the Order ID Format field, you can define how you want specific characters and numbers to appear. For example, Order: {{number}} would appear formatted like Order: 100 while ORDER{{number}} would appear as ORDER100. {{number}} is a required variable to ensure your orders populate in ascending numbers.

Note that Order ID numbers cannot be adjusted or changed to a number lower than an already existing Order ID number. For example, if the original Order ID number is 1000, the Order ID cannot be adjusted or changed with values from 0 to 999. This will lead to a 500 error. This behavior exists to prevent orders from having duplicated order numbers.