Order confirmations statistics

The Order Confirmations view lists the order confirmations that have been turned into an invoice — the ones that count towards the partner program. Each row is one confirmation, sorted by date with the newest first.

Open the view

Go to Statistics → Partnership → Order Confirmations. The grid shows one row per invoiced order confirmation with these columns:

• Date — when the confirmation was created.
• Number — the order-confirmation number, formatted with your numbering template.
• Client name — the customer on the confirmation (person or company).
• Sum — the confirmation total, in its currency.
• Currency — the currency of the total.
• Status — the document status (these are all invoiced confirmations).
• Seller name — the seller who created the confirmation, or your company name if none is matched.

Filter the list

Use the filter row above the grid:

• Period — choose a preset period or a date from / date to range, or a single year, to limit the list.
• Seller — restrict the list to one seller. The dropdown is searchable.

Click Apply to reload the grid with your filters. You can also sort and page the grid by clicking the column headers.

Export to Excel

Use the grid's export to download the current list as an Excel file. Vinosoft adds a sum formula under the Sum column so you get a running total, widens the columns to fit, and turns on the auto-filter so the sheet is ready to slice.

Related: Partnership. See also Quotes statistics for the quote side of the same report and The partnership report for the period summary.