--- title: Order Details Report description: The order details report offers a comprehensive summary of all transactions recorded in the system, encompassing completed, refunded, voided, and cancelled orders. --- [Skip to content](https://knowledge.techpos.ca/en/knowledge/what-is-the-order-details-report#main-content) [Customer portal](https://knowledge.techpos.ca/portal?hsLang=en) ![TECHPOS_Full-Logo_Brand-Colorsmaller](https://knowledge.techpos.ca/hs-fs/hubfs/TECHPOS_Full-Logo_Brand-Colorsmaller.png?width=500&height=125&name=TECHPOS_Full-Logo_Brand-Colorsmaller.png) Open main navigation Close main navigation - [Customer portal](https://knowledge.techpos.ca/portal) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.techpos.ca/en/knowledge?hsLang=en) 2. [Reports](https://knowledge.techpos.ca/en/knowledge/reports?hsLang=en) 3. [Sales Reports](https://knowledge.techpos.ca/en/knowledge/reports?hsLang=en#sales-reports) # Order Details Report ## The Order Details Report provides a comprehensive, order-level view of all sales activity within a specified timeframe. It is a vital tool for managers to audit transactions, track employee performance, and reconcile financial data. ### **Purpose & Key Uses** - **Transaction Auditing:** Verify individual orders and investigate specific invoices by clicking the Order Number. - **Employee Monitoring:** Review who created orders and who approved specific actions like discounts or refunds. - **Status Tracking:** Monitor the progress of orders (e.g., Opened, Completed, Cancelled, or Refunded). - **Financial Reconciliation:** Validate totals including taxes, delivery fees, and member savings. ### **Report Filters** - **Date Range** - Set a Begin Date and End Date for the activity period. - **Branch -** Select a specific location (e.g., TechPOS Demo Store). - **Status -** Filter by the current state of the order (All, Completed, etc.). - **Payment Type -** View orders paid via Cash, Card, or other specific methods. - **Approval Type -** Filter by specific actions like Refunds or Discounts. - **Search Product -** Search for orders containing a specific item (requires at least 3 characters). ### **Actions** - **View Report:** Loads the data into the interactive UI cards. - **Download CSV:** Exports the data into a spreadsheet for deep analysis and accounting. ### **Understanding the Order Cards** ### Each card in the results section represents a single transaction. #### Order Identity - **Order Number:** The unique ID for the transaction. **Click this** to open the full invoice details. - **Date & Status:** Shows when the order was created and its current status (e.g., "Returned" or "Opened"). #### Employee & Approvals - **Employee:** Identifies the staff member who created the order. - **Approval Info:** Displays who authorized a discount, refund, or cancellation, along with the **Approval Type**. #### Product Status Details This section provides a quick snapshot of the items within a single order: - **Opened:** Items currently being processed. - **Completed:** Items successfully sold. - **Voided/Cancelled:** Items removed from the order. - **Refunded:** Items returned by the customer. #### Financial Summary Located on the far right, this section breaks down the order's value: | **Line Item** | **Description** | **Calculation Impact** | | --- | --- | --- | | **Total Amount** | The final sum paid by the customer. | Includes all items, taxes, and fees, minus discounts. | | **Tax** | The total sales tax applied to the order based on regional settings. | Added to the subtotal. | | **Delivery Fees** | Charges associated with shipping or local delivery services. | Added to the subtotal. | | **Discount $ / %** | The specific reduction applied to the order. The UI shows both the dollar value and the percentage. | Subtracted from the subtotal before tax (usually). | | **Member Saving** | Savings applied specifically for products with member pricing.  | Price difference of selling price and member price | | **Payment Type** | Identifies the method used (e.g., Cash, Credit Card, Gift Card). | Used for balancing the till/merchant bank statements. |       - [Line of Products](https://knowledge.techpos.ca/en/knowledge/line-of-products?hsLang=en#main-content) - [Express Checkout](https://knowledge.techpos.ca/en/knowledge/line-of-products?hsLang=en#express-checkout) - [E-Commerce](https://knowledge.techpos.ca/en/knowledge/line-of-products?hsLang=en#e-commerce) - [Digital Signage](https://knowledge.techpos.ca/en/knowledge/line-of-products?hsLang=en#digital-signage) - [Cannabis Analytics](https://knowledge.techpos.ca/en/knowledge/line-of-products?hsLang=en#cannabis-analytics) - [Auto Tag](https://knowledge.techpos.ca/en/knowledge/line-of-products?hsLang=en#auto-tag) - [Getting Started](https://knowledge.techpos.ca/en/knowledge/getting-started?hsLang=en#main-content) - [Hardware Setup](https://knowledge.techpos.ca/en/knowledge/getting-started?hsLang=en#hardware-setup) - [Online Menu Setup](https://knowledge.techpos.ca/en/knowledge/getting-started?hsLang=en#online-menu-setup) - [Integrations](https://knowledge.techpos.ca/en/knowledge/getting-started?hsLang=en#integrations) - [Business Insights](https://knowledge.techpos.ca/en/knowledge/business-insights?hsLang=en) - [Point of Sale](https://knowledge.techpos.ca/en/knowledge/point-of-sale?hsLang=en#main-content) - [POS Sales Configuration Options](https://knowledge.techpos.ca/en/knowledge/point-of-sale?hsLang=en#pos-sales-configuration-options) - [Opening & Closing The Cash Register](https://knowledge.techpos.ca/en/knowledge/point-of-sale?hsLang=en#opening-closing-the-cash-register) - [Processing In-Store Transactions](https://knowledge.techpos.ca/en/knowledge/point-of-sale?hsLang=en#processing-in-store-transactions) - [Managing Members](https://knowledge.techpos.ca/en/knowledge/point-of-sale?hsLang=en#managing-members) - [Refunds](https://knowledge.techpos.ca/en/knowledge/point-of-sale?hsLang=en#refunds) - [Store Credit](https://knowledge.techpos.ca/en/knowledge/point-of-sale?hsLang=en#store-credit) - [Discounts](https://knowledge.techpos.ca/en/knowledge/point-of-sale?hsLang=en#discounts) - [Payment](https://knowledge.techpos.ca/en/knowledge/point-of-sale?hsLang=en#payment) - [Inventory](https://knowledge.techpos.ca/en/knowledge/inventory?hsLang=en#main-content) - [Products](https://knowledge.techpos.ca/en/knowledge/inventory?hsLang=en#products) - [Categories](https://knowledge.techpos.ca/en/knowledge/inventory?hsLang=en#categories) - [Purchase Orders](https://knowledge.techpos.ca/en/knowledge/inventory?hsLang=en#purchase-orders) - [Warehouse](https://knowledge.techpos.ca/en/knowledge/inventory?hsLang=en#warehouse) - [Bulk Transfer](https://knowledge.techpos.ca/en/knowledge/inventory?hsLang=en#bulk-transfer) - [Product Hub](https://knowledge.techpos.ca/en/knowledge/inventory?hsLang=en#product-hub) - [Inventory Audit](https://knowledge.techpos.ca/en/knowledge/inventory?hsLang=en#inventory-audit) - [Vendor](https://knowledge.techpos.ca/en/knowledge/vendor?hsLang=en) - [Users](https://knowledge.techpos.ca/en/knowledge/users?hsLang=en#main-content) - [Member](https://knowledge.techpos.ca/en/knowledge/users?hsLang=en#member) - [Employee](https://knowledge.techpos.ca/en/knowledge/users?hsLang=en#employee) - [User Role](https://knowledge.techpos.ca/en/knowledge/users?hsLang=en#user-role) - [Member Group/Tiered Membership](https://knowledge.techpos.ca/en/knowledge/users?hsLang=en#member-group-tiered-membership) - [Admin](https://knowledge.techpos.ca/en/knowledge/admin?hsLang=en#main-content) - [Cash Register](https://knowledge.techpos.ca/en/knowledge/admin?hsLang=en#cash-register) - [Safe Management](https://knowledge.techpos.ca/en/knowledge/admin?hsLang=en#safe-management) - [Shifts](https://knowledge.techpos.ca/en/knowledge/admin?hsLang=en#shifts) - [Schedules](https://knowledge.techpos.ca/en/knowledge/admin?hsLang=en#schedules) - [Orders](https://knowledge.techpos.ca/en/knowledge/admin?hsLang=en#orders) - [Marketing](https://knowledge.techpos.ca/en/knowledge/admin?hsLang=en#marketing) - [Settings](https://knowledge.techpos.ca/en/knowledge/admin?hsLang=en#settings) - [Reports](https://knowledge.techpos.ca/en/knowledge/reports?hsLang=en#main-content) - [Sales Reports](https://knowledge.techpos.ca/en/knowledge/reports?hsLang=en#sales-reports) - [Cash Management](https://knowledge.techpos.ca/en/knowledge/reports?hsLang=en#cash-management) - [Employee](https://knowledge.techpos.ca/en/knowledge/reports?hsLang=en#employee) - [Inventory](https://knowledge.techpos.ca/en/knowledge/reports?hsLang=en#inventory) - [Consolidated Reports](https://knowledge.techpos.ca/en/knowledge/reports?hsLang=en#consolidated-reports) - [Members](https://knowledge.techpos.ca/en/knowledge/reports?hsLang=en#members) - [Compliance](https://knowledge.techpos.ca/en/knowledge/reports?hsLang=en#compliance) - [Pricing](https://knowledge.techpos.ca/en/knowledge/pricing?hsLang=en#main-content) - [Tax Setting](https://knowledge.techpos.ca/en/knowledge/pricing?hsLang=en#tax-setting) - [Campaigns](https://knowledge.techpos.ca/en/knowledge/pricing?hsLang=en#campaigns) - [Combo](https://knowledge.techpos.ca/en/knowledge/pricing?hsLang=en#combo) - [Customized Discount](https://knowledge.techpos.ca/en/knowledge/pricing?hsLang=en#customized-discount) - [Bulk Price Update](https://knowledge.techpos.ca/en/knowledge/pricing?hsLang=en#bulk-price-update) - [Web Menu](https://knowledge.techpos.ca/en/knowledge/web-menu?hsLang=en#main-content) - [Store Rules List](https://knowledge.techpos.ca/en/knowledge/web-menu?hsLang=en#store-rules-list) - [Menu (Categories) List](https://knowledge.techpos.ca/en/knowledge/web-menu?hsLang=en#menu-categories-list) - [Carousel List](https://knowledge.techpos.ca/en/knowledge/web-menu?hsLang=en#carousel-list) - [UI Setting](https://knowledge.techpos.ca/en/knowledge/web-menu?hsLang=en#ui-setting) - [Integrations](https://knowledge.techpos.ca/en/knowledge/integrations?hsLang=en#main-content) - [E-Commerce](https://knowledge.techpos.ca/en/knowledge/integrations?hsLang=en#e-commerce) - [Compliance Report](https://knowledge.techpos.ca/en/knowledge/compliance-report?hsLang=en) - [FAQs](https://knowledge.techpos.ca/en/knowledge/faqs?hsLang=en) - [New Features](https://knowledge.techpos.ca/en/knowledge/new-features?hsLang=en#main-content) - [July 2025](https://knowledge.techpos.ca/en/knowledge/new-features?hsLang=en#july-2025) - [June 2025](https://knowledge.techpos.ca/en/knowledge/new-features?hsLang=en#june-2025) - [May 2025](https://knowledge.techpos.ca/en/knowledge/new-features?hsLang=en#may-2025) - [February 2026](https://knowledge.techpos.ca/en/knowledge/new-features?hsLang=en#february-2026) - [PAT](https://knowledge.techpos.ca/en/knowledge/pat?hsLang=en#main-content) - [Product Auto Tags](https://knowledge.techpos.ca/en/knowledge/pat?hsLang=en#product-auto-tags) [![Chill listening crop-3](https://knowledge.techpos.ca/hs-fs/hubfs/Logo-2021.png?width=175&height=55&name=Logo-2021.png "Chill listening crop-3")](http://techpos.ca) Knowledge Base Copyright © 2026, TechPOS International Corp.