- Order Report
 

Executive-Level Order & Invoice Intelligence
 

- Purpose of the Order Report
 

The Order Report is a high-level financial control module designed specifically for administrators and organization owners.
Its goal is not to list individual invoices, but to summarize customer-level order and invoice performance in a way that immediately answers:
 

“Who owes us money, who has paid, and how healthy are our orders?”

This report consolidates orders, invoices, receipts, and payment status into a single strategic view.
It transforms raw financial documents into actionable customer insights.
 

- Why This Report Is Admin-Only
 

The Order Report exposes aggregated financial truth—including debt, unpaid invoices, and official obligo amounts.
Because of its sensitivity, access is strictly limited to:
 

• Organization owners

• Admin users (member_admin = 1)
   

This ensures:
 

• Financial data integrity

• No accidental exposure of debt information

• Clear responsibility for financial decisions
   

- How the Order Report Thinks
 

Unlike transaction-level reports, the Order Report is customer-centric.
 

Instead of showing:
 

• One invoice per row
   

It shows:
 

• One customer per row, with everything summarized
   

This design allows decision-makers to:
 

• Scan financial health instantly

• Identify problematic customers

• Prioritize collection efforts

• Understand revenue realization
   

- What the Report Calculates (Behind the Scenes)
 

For every customer, the system automatically calculates:
 

• Total Invoice Amount

• Total Paid Invoice Amount

• Total Unpaid Invoice Amount

• Total Orders Created

• Total Receipts Issued

• Customer Debit (Calculated Debt)

• Official Debt (From Customer Profile)
   

These values are not stored statically — they are calculated dynamically using:
 

• Invoice payment status

• Receipt records

• Customer obligo settings
   

This guarantees accuracy even as payments change.

 

- Order Status Distribution – Balance at a Glance
 

The Order Status Pie Chart visualizes the ratio between:
 

• Paid orders

• Unpaid orders
   

This removes guesswork and turns financial health into a visual signal that can be understood in seconds.
 

- Filters: Precision Without Complexity
 

The Order Report includes enterprise-grade filtering, allowing admins to narrow results without losing clarity.
 

Filters include:
 

• Customer name, email, phone

• Team member responsible

• Company / invoice settings

• Date range

• Paid / unpaid status

• Dynamic numeric ranges
   

This enables deep questions such as:
 

• “Unpaid invoices created this month”

• “Debt per company entity”

• “Orders created by a specific team member”
   

All filters update tables and charts together, keeping the story consistent.


 

- Export: From Insight to Action
 

The Order Report supports full data export, including:
 

• All visible columns

• Calculated totals

• Applied filters
   

Exports are typically used for:
 

• Accounting reviews

• External reporting

• Audit preparation

• Management presentations