What Is the Completed Draft Order Report?
The Completed Draft Order report shows sales information for orders that began as draft orders and were subsequently completed. It gives merchants one place to review the resulting transactions, rather than mixing the discussion of draft-order workflows with all order activity.
For the period you select, the report includes the order date and name, sales channel, and key sales amounts. This makes it useful for reviewing assisted purchases, manually prepared orders, or other transactions that required a draft before becoming an order.
The report focuses on completed draft orders and their sales values. It does not, by itself, establish whether a customer has paid, whether an order is fulfilled, or how profitable it is.
Report Overview
- Report period
- Choose the date range you want to review.
- Data included
- Order identifiers, sales channel, gross and net sales, discounts, returns, shipping, duties, tax, and total sales.
- Best for
- Merchants and staff who convert drafts into orders and need to review their sales contribution.
- Export formats
- The supplied configuration describes Excel, CSV, TXT, and PDF downloads.
- Automation
- Save the report and configure email delivery daily, weekly, or monthly as needed.
What Can You Learn from Completed Draft Orders?
1. Assess the sales coming from completed drafts
Compare the Total Sales entries for completed draft orders within the chosen period to understand the contribution of this order flow.
Example: In a hypothetical week, completed drafts account for a meaningful block of recorded sales.
What you can do: Review whether the staff-assisted ordering process deserves more attention.
2. See how discounts change the result
Read Gross Sales alongside Discount and Net Sales to see how reductions affect the value of these transactions.
Example: A hypothetical completed draft carries a large discount relative to its gross sales.
What you can do: Check whether the applied discounts match your intended pricing approach.
3. Spot returns associated with these orders
Use Returns with Net Sales to identify converted draft orders whose resulting sales were reduced by returns.
Example: One hypothetical completed draft shows a return that substantially reduces net sales.
What you can do: Open the underlying order to investigate the reason and any needed follow-up.
4. Compare the reported sales channel mix
Use Sales Channel to group completed draft orders and review which channels appear in the selected period.
Example: A hypothetical month shows completed drafts attributed to two different sales channels.
What you can do: Check whether those channels reflect how your team creates and converts drafts.
What Should You Check First in This Report?
Start with the fields that make a completed draft order recognizable and financially meaningful:
- Date and Order Name — verify the relevant orders and time window before comparing totals.
- Total Sales — review the overall reported sales from these converted draft transactions.
- Gross Sales, Discount, and Net Sales — see where reductions affect the original amount.
- Returns, Shipping, Duties, and Tax — check supporting amounts before interpreting the total.
When Should You Use This Report?
| When to Use It | How It Helps |
|---|---|
| Reviewing sales from completed draft orders | See how completed draft orders contribute to reported sales. |
| Looking up a converted draft order | Locate converted drafts by Order Name and review their recorded values. |
| Comparing draft-originated orders by sales channel | Compare draft-originated orders across the included Sales Channel values. |
| Checking the sales breakdown for converted drafts | Review tax, shipping, duties, discounts, and returns alongside totals. |
| Scheduling completed-draft-order reviews | Send a consistent report for periodic review of converted drafts. |
How to Create This Report in Data Export
Start from the premade Completed Draft Order report so the relevant columns are already available.
- Open Data Export and find the premade Completed Draft Order report.
- Open it and review the provided columns, especially Order Name, Sales Channel, and Total Sales.
- Select your reporting period and adjust available columns or filters where needed.
- Save the configured report, then download it in your preferred supported format.
- Optional: Set daily, weekly, or monthly email scheduling for yourself or the appropriate team.
Make the Most of This Report
Four small checks make a completed-draft-order export easier to use:
01 / PERIOD
Use matching date ranges: Compare equivalent weeks or months to avoid misleading changes.
02 / ORDER CHECK
Verify a sample: Open a few Order Name records to confirm the draft-to-order workflow matches your expectations.
03 / AMOUNTS
Read sales fields together: Do not treat Gross Sales, Net Sales, and Total Sales as interchangeable.
04 / SHARING
Send only what is needed: Choose the relevant recipients and review sensitive order information before sharing.
Frequently Asked Questions
What is a completed draft order?
It is an order that began as a draft and was subsequently completed or converted into an order. This report focuses on that group of transactions.
Does this report show unpaid or unfulfilled orders?
Not from the listed fields. Payment status and fulfillment status are not included in the supplied report columns.
Can I see the sales channel for these orders?
Yes. Sales Channel is one of the report fields, so you can review the channel attributed to each reported order.
Can I review discounts and returns together?
Yes. The report includes Discount, Returns, Gross Sales, and Net Sales so you can examine these reported amounts side by side.
Can I schedule the report by email?
The supplied setup supports daily, weekly, or monthly email delivery after saving the report. Confirm recipients and settings before enabling a schedule.
