When to use an Order Filters Import
Conjura Retail Analytics helps you to analyze your orders by automatically retrieving and organizing data from platforms like Brightpearl, Linnworks, Shopify and BigCommerce. By default, cancelled orders are excluded from your reports.
If you need a more customized view of your orders, you can use Order Filters to control which orders are included or excluded from your analysis based on their status.
Why Filter Order Statuses?
Order status filtering ensures your reports focus on actionable and meaningful data, by excluding irrelevant or incomplete orders. For example:
Exclude statuses like
QUOTE: These represent orders that are quotes rather than actual purchases, making them less relevant for accurate revenue tracking.Exclude statuses like
UNPAID: These indicate financial statuses that have not been fulfilled, making them less relevant for accurate revenue tracking.Exclude orders from a specific Sales Channel: If certain ERP sales channels contain internal or test orders, you can filter them out.
By excluding such statuses, your analytics provide a cleaner, more reliable view of your business performance.
How Order Filters Work
The Order Filters interface comes pre-populated with all known statuses from your connected platforms. Each row has:
Status Name (read-only): The status value from your platform (e.g. "Cancelled", "Paid", "Refunded").
Platform (read-only): Which platform the status comes from (e.g. "Shopify", "Brightpearl", "Linnworks").
Status Type (read-only): The category of filter. There are three types:
Order Status: the fulfilment or processing status of the order (e.g. Fulfilled, Cancelled, Pending)
Financial Status: the payment status of the order (e.g. Paid, Unpaid, Refunded, Partially Refunded)
Sales Channel: the sales channel from your ERP (e.g. store name, marketplace channel)
Is Included (editable): Set to True to include orders with this status, or False to exclude them.
Default Process for Order Filters
The Order Filters feature allows you to upload and manage the statuses that should be included or excluded from your reports. Here's how it works:
Navigate to the Custom Data Import tab under ‘Connectors’.
Select ‘Order Filter’.
Amend the
Is Includedfield directly in the interface.Submit the data.
Your updates will sync overnight and reflect in your reports the next day.
Managing Your Order Filters
Updating Filters
To change which statuses are included or excluded, navigate back to the Order Filters interface, update the Is Included values, and re-submit. The most
recently submitted values are used.
New Statuses
As new order statuses, financial statuses, or sales channels appear in your connected platforms, they will be automatically added to the Order Filters interface
with a default of True (included). You can then choose to exclude them if needed.
Best Practices
Review your filters after connecting a new platform. New platforms bring new statuses - check that the defaults are appropriate for your business.
Be cautious when excluding Financial Statuses. Excluding a financial status like "Paid" would remove the majority of your orders from reports.
Use Sales Channel filters if your ERP contains internal, wholesale, or test channels that should not appear in your analytics.
Changes take effect overnight. After submitting, allow one sync cycle for your reports to update.
If you have any questions or need assistance with the Order Filters, please contact our support team.