Store Order Spend Report

The Store Order Spend report allows you to see all of your Store Orders (an order sent from a Brilliant warehouse to a final destination) placed across your Storefronts, Preferred Gift Campaigns, Send a Gift Sends, and drop ship lists for Projects. Each Store Order is a line item on this report.

To generate a Store Order Spend Report, click Generate Report from Insights > Reports. By default your data will filter to all data you have access to for the last 30 Days, but you can filter your data by the following elements:

• Storefront: Select which Storefronts you’d like included with this data. Please note that all Project related Statement data for the time period you select will automatically be included in this report.

• Date Range: Choose from the following date range options: Last 7 Days, Last 30 Days, This Month, This Year, Last Year, All Time. This uses the Sent Date for your Statement or Invoice.

  • Brilliant’s data ranges work on calendar quarters and years We do not allow filtering by custom date ranges at this time.

Especially for Store Order placed via our Storefront platform solution, the amount charged to users at checkout may not always match what we bill to you as a client on your monthly statement. To clarify these two different sets of numbers, we have separated out the spend pieces of this report into separate Client Billable Amount and User Charged Amount columns.

For example, you may choose to offer free shipping to your user at checkout, so the User Charged Amount for shipping is $0, but Brilliant will still bill your company on its monthly Statement for the full shipping amount.

Additionally, clients who charge users via credit cards at Storefront checkout will have those funds collected by Brilliant returned to them as a credit on their statement.

This report has the following columns:

• Store Order ID: Unique ID for this Store Order

• Storefront / Invoice Name: The name of the Storefront or the Custom Order Invoice that corresponds to this order.

• Invoice ID: This is the Statement or Custom Order Invoice ID associated with the Order. If a Store Order has not yet been billed to a monthly statement, this column will be blank.

• Sender Name: First and last name of the user placing the order.

• Sender Email Address: Email address of the user placing the order.

• Recipient Name: First and last name of the user receiving the order.

  • Note that often this is the same as the Sender information.

• Recipient Email Address: Email address of the user receiving the order.

• Client Billable Amount - Product: Amount charged to your company for product. Typically we collect this at the Custom Order Invoice level, but for eGifts and On Demand products, we charge them when they are purchased via a Store Order.

• Client Billable Amount - Shipping: Amount charged to your company for shipping.

• Client Billable Amount - Taxes: Amount charged to your company for Sales Tax.

• Client Billable Amount - Fulfillment Fees: Amount charged to your company for fulfillment fees like our standard Pick and Pack fee.

  • There is no User Charged Amount for Fulfillment Fees because fulfillment fees are only billed to clients on their monthly statements.

• Client Billable Amount - Total: Sum of all the Product, Shipping, Fulfillment Fees and Taxes fields above, and the total amount charged to your company for this Store Order.

• User Charged Amount - Product: Amount charged to the user at checkout for products.

• User Charged Amount - Shipping: Amount charged to the user at checkout for shipping.

• User Charged Amount - Taxes: Amount charged to the user at checkout for sales tax.

• User Charged Amount - Credit Card: Net amount charged to the user at checkout via credit card. For example, if a cart total was $100 but a user used a $20 off promo code, we then charged their card $80 and that is what would be reflected in this column.

• User Charged Amount - Other Payment Types: Net amount charged to the user at checkout via other methods that were NOT credit card. For example, if a cart total was $100 but a user used a $20 off promo code, then this column would show as $20. Depending on your store settings, users may be able to pay some or all of their orders with budgets, gift cards or promo codes.

• User Charged Amount - Total: Sum of the Product, Shipping and Taxes charged to the user at checkout.

• Credit Issued - Shipping: Credit issued for this Store Order for shipping fees.

• Credit Issued - Fulfillment Fees: Credit issued for this Store Order for fulfillment fees.

• Credit Issued - User Credit Card Payment: Credit issued that covers amounts charged to users on their credit card. This is Brilliant returning a user’s credit card payment that we processed to your company via a Statement credit.

• Credit Issued - Other: Credit issued as a line item on the Store Order.

• Credit Issued - Total: Sum of all credits issued for this Store Order.

• Net Amount Billed on Statement: Sum of what we billed to your company (”Client Billable Amount - Total”) for this store order minus any credits issued (“Credit Issued - Total” field).

• Shipping Status: Shipping status for this order. See our shipping statuses here.

• Tracking URL: Tracking URL for your shipment. If there is more than one shipment multiple may show here.

• Department: If your company uses our Department drop down feature at Storefront checkout, the Department selected by the user will show here.

• Custom Field: If your company uses our Custom Field option at Storefront Checkout, the custom field text entered or selected by the user will show here.

• Team: If your company uses our Teams feature in Storefront, the Team for the user who placed the order will show here. If users are in multiple Teams, the first Team they were added to that was not your company’s Default team will show here.

• External Solution ID: For Storefronts and Preferred Gift Campaigns integrated with a third party software like Salesforce, Hubspot, Shopify or Marketo, this field will show that third party’s unique ID here. For example, for our Salesforce integrations, this will show the Lead or Contact’s Salesforce ID associated with this order.

• PO #: If a PO # has been set on the Storefront or Custom Order Invoice in Brilliant, or if you are using our ERP Punchout integration, this will show the associated PO # for this Store Order.

• Type: This is the Type of Store Order based on how the Store Order was generated. This will show as one of the following:

  • Storefront: For Store Orders placed via our Storefront platform solution.

  • Preferred Gift Campaigns: For Store Orders placed via a Preferred Gift Campaign send.

  • Quick Send: For Store Orders placed via a Send a Gift flow ‘Quick Send’ option.

  • Surprise Send: For Store Orders placed via a Send a Gift flow ‘Surprise Send’ option.

  • Batch Upload: For Store Orders placed via batch upload from a drop ship lift, typically facilitated on your behalf by your Brilliant Account Manager.

  • Integration: For Store Orders created from an integration with a third party software.

• Store Order URL - Company Admin: This is a link to the PDF of your ‘Company Admin’ Store Order view so you can easily drill in to see the details of an individual order when reviewing your report.

  • The ‘Company Admin’ Store Order PDF shows the amounts your company was be billed for this Store Order.

• Store Order URL - Store User: This is a link to the PDF of your ‘Store User’ Store Order view so you can easily drill in to see the details of an individual order when reviewing your report.

  • The ‘Store User’ Store Order PDF shows the amounts the user was shown and charged at checkout for this Store Order.