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 removed.
If you need a more customized view of your orders, you can use this import to adjust which statuses are included in your analysis.
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.
By excluding such statuses, your analytics provide a cleaner, more reliable view of your business performance.
We will use the Is Included field in the Custom Data Import to control which statuses are included or excluded from your reports.
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.
Key Takeaways
Order status filters help exclude irrelevant or incomplete data for more accurate analysis.
You can customize these filters by adding or modifying statuses in the Order Filters interface.
Ensure changes are submitted and synced to take effect in your reports.
If you have any questions or need assistance with the Order Filters, please contact our support team.