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Order Report Documentation

Menu Location: Reports > Orders > Order Report

Access Level: Manager and above

Last Updated: 2026-03-01

Overview

The Order Report provides comprehensive analytics on order volume, trends, and patterns over time. This report helps you understand sales performance, forecast demand, identify growth opportunities, and make data-driven business decisions.

Primary Functions:

  • Analyze order volume trends over time
  • Compare order counts across different periods
  • Break down orders by box type, size, and delivery method
  • Identify seasonal patterns and trends
  • Forecast future order volume
  • Export order analytics data
  • Track growth metrics and KPIs

Page Layout

Header Section

  • Date Range Selector: Choose analysis period
  • Comparison Toggle: Compare to previous period or last year
  • Filter Controls: Box type, delivery method, status filters
  • Export Button: Download report data

Summary Dashboard

Key metrics displayed:

  • Total Orders: Count for selected period
  • Growth Rate: Percentage change vs. comparison period
  • Average Orders per Day: Daily order volume
  • Peak Order Day: Highest volume day
  • Order Value: Total and average order value

Trend Graph

Visual chart showing:

  • Order volume over time (line or bar chart)
  • Comparison period overlay
  • Trend line
  • Annotations for significant events

Orders Breakdown Table

Detailed data by:

  • Date/Week/Month (based on view)
  • Order count
  • Box type distribution
  • Average order value
  • Delivery vs. pickup
  • New vs. returning customers

Report Views

Daily View

  • Shows orders by day
  • Good for: Short-term monitoring, identifying specific days
  • Date range: Typically 1-30 days

Weekly View

  • Shows orders by week
  • Good for: Medium-term trends, week-over-week comparison
  • Date range: Typically 4-26 weeks

Monthly View

  • Shows orders by month
  • Good for: Long-term trends, year-over-year comparison
  • Date range: 12-36 months

Yearly View

  • Shows annual totals
  • Good for: Multi-year trends, strategic planning
  • Date range: Multiple years

Key Metrics Explained

Total Orders

  • Count of all orders in period
  • Includes all statuses unless filtered
  • Use for: Volume tracking

Active/Recurring Orders

  • Orders from active subscriptions
  • Excludes one-time and cancelled
  • Use for: Subscription health

New Customer Orders

  • First orders from new signups
  • Tracks acquisition
  • Use for: Growth measurement

Order Growth Rate

  • Percentage change vs. previous period
  • Formula: ((Current - Previous) / Previous) × 100
  • Positive = growth, Negative = decline

Average Order Value (AOV)

  • Total revenue ÷ number of orders
  • Tracks revenue per order
  • Increasing AOV = upsell success

Common Use Cases

Use Case 1: Weekly Performance Review

Goal: Monitor order volume trends

Steps:

  1. Set date range: Last 8 weeks
  2. Select Weekly View
  3. Review trend chart
  4. Note any unusual spikes or drops
  5. Compare to same period last year
  6. Investigate anomalies:
    • Marketing campaigns?
    • Holidays?
    • Service issues?
  7. Export data for team meeting

Use Case 2: Forecast Next Month's Orders

Goal: Predict order volume for planning

Steps:

  1. Analyze last 12 months Monthly View
  2. Identify seasonal patterns
  3. Note growth trend
  4. Account for upcoming factors:
    • Marketing campaigns
    • Holidays
    • Price changes
  5. Calculate forecast:
    • Base = Same month last year
    • Adjust for growth trend
    • Adjust for known factors
  6. Share forecast with operations team

Use Case 3: Measure Marketing Campaign Impact

Goal: Quantify campaign effectiveness

Steps:

  1. Note campaign start and end dates
  2. Set date range: Campaign period + 2 weeks before
  3. View Daily breakdown
  4. Compare order volume:
    • During campaign vs. before
    • New customers during campaign
  5. Calculate ROI:
    • Incremental orders × average LTV
    • Subtract campaign cost
  6. Document results for future campaigns

Export & Download Options

Export Formats:

  • CSV - Spreadsheet with all data points
  • PDF - Formatted report with charts
  • Excel - Advanced formatting with pivot tables

Export Includes:

  • Date ranges
  • Order counts
  • Breakdown by category
  • Growth calculations
  • Charts and visualizations

Quick Reference Card

Task Action/Location
View weekly trends Date range: Last 12 weeks, View: Weekly
Compare to last year Enable "Compare to Last Year" toggle
See daily breakdown Select Daily View
Export data Click Export → Choose format
Filter by box type Box Type filter → Select type
View growth rate Check Growth Rate metric
Identify peak day Review Peak Order Day metric
Forecast demand Monthly view → Analyze pattern → Project

FAQs

What's a good order growth rate?

5-10% month-over-month is healthy for mature businesses. 20%+ for early-stage growth. Negative growth needs investigation.

Why do my orders spike on certain days?

Common causes: delivery day clustering, marketing emails sent, paydays, beginning of month, promotional deadlines.

How far back should I analyze data?

Minimum 3 months for trends. 12 months for seasonal patterns. Multiple years for long-term strategy.

What's the difference between orders and customers?

One customer can have multiple orders. Track both metrics - order volume AND active customer count.

How do I account for seasonality in forecasting?

Compare to same month/period last year. Adjust for known growth trends. Account for external factors (economy, competition, marketing).

End of Documentation

For additional help, contact your system administrator or Kiva Logic support.