When using Products in REACH, you can generate three different Reports to review your product information and orders. 

These include: 

• Product Details 
• Product Orders
• Sponsorship Gifts 

All Product Reports are available by going to Reports > Report List. 

All reports include the following options once generated:

• New Search, generate a new report
• Records, the number of product records found
• Search, search within your Report
• Export Filtered Results to CSV or Excel
• Download CSV or Excel(full details)
• Generate Mail Merge or Email 

Product Details Report#

The Product Details Report is used to generate a report of all products with inventory. 

To generate a Product Details Report, go to:

Reports > Report List > Product Details 

or, directly from the Products page click Products Report in the top right

Available Search and Filter Fields #

• Owner Type, used if the Product is associated to a Campaign or Event
• Categories, the categories you classified your products into.
  • Note: You can select multiple categories by continuing to add
• Disabled, Yes/No
• Sponsorship Gift, Yes/No
• Shipping Required, Yes/No
• Check box to Show Variants, separately in the generated report
• Report Template, enter in a template name to save this report for use later
• Option to check box to Schedule as a recurring report
  • Note: If checked, you can select how frequently to run the report, Weekly or Monthly
• Select Columns
  • Note: Click Select Columns to Display to include or not include additional columns in your generated report. All are selected by default and include:
    • Title
    • Disabled
    • Owner
    • Categories
    • GL Code
    • Sponsorship Gift
    • Price
    • Number Sold 
    • Remaining Inventory 
• Click Search

Example Report #

Here is an example of a generated Product Details Report: 

As you’ll see, the following is available:

• Title, name of Product
• Disabled, False (No) or True (Yes)
• Owner, if associated to a Campaign or Event
• Categories, any categories the Product is placed in
• GL Code, for accounting
• Sponsorship Gift, False (No) or True (Yes)
• Price, Total Price of Product 
• Number Sold, the quantity of the Product sold 
• Remaining Inventory, infinity symbol for unlimited, number if set

Product Orders Report#

The Product Orders Report is used to generate a line item report of all products purchased by supporters. 

To generate a Product Orders Report, go to:

Reports > Report List > Product Orders 

or, when in Products > Orders, click the button in the top right to go directly to the report.

Available Search and Filter Fields #

• Quick Date range, pre-set range
• Date range, start date and end date
• Owner Type, used if the Product is associated to a Campaign or Event
• Categories, the categories you classified your products into.
  • Note: You can select multiple categories by continuing to add
• Disabled, Yes/No
• Sponsorship Gift, Yes/No
• Shipping Required, Yes/No
• Archived, Yes/No
• Product Order Status, Ongoing, Unfulfilled, Fulfilled, Cancelled
• Payment Type
  • Note: You can select multiple payment types by continuing to add
• Taxable, True/False
• Donation tags, refer to our Tags article to learn more
• Report Template, enter in a template name to save this report for use later
• Check box to Schedule as a recurring report
  • Note: If checked, you can select how frequently to run the report, Weekly or Monthly
• Select Columns
  • Note: Click Select Columns to Display to include or not include additional columns in your generated report.
• Click Search

Example Report #

Here is an example of a generated Product Orders Report: 

As you’ll see, the following is available by default:

• Date, of purchase
• Supporter, purchaser
• Product Item
• Variant, of Product
• Order Number
• Order Status, Cancelled, Fulfilled, Ongoing, Unfulfilled
• Payment Status, Cancelled, Complete, Manual Refund, Ongoing, Refund
• Recurring Order?, True (Yes) or False (No)
• Recurring Period, Monthly, Quarterly, Yearly
• Supporter’s Address
• Shipping Required, False (No) or True (Yes)
• Tax Deductible
• Item Quantity
• Base Item Amount, before fees, shipping and tax
• Base Transaction Fees, transaction fees charges
• Base Deductible Amount
• Base Total Amount
• and more, based on columns selected

Sponsorship Gifts Report#

The Sponsorship Gifts Report is used to generate a line item report of all sponsorship gifts purchased by supporters. 

To generate a Sponsorship Gifts Report, go to:

Reports > Report List > Sponsorship Gifts Report

or, when in Products > Sponsorship Gift Orders, click the button in the top right to go directly to the report.

Available Search Fields#

• Quick Date range, pre-set range
• Date range, start date and end date
• Sponsorship gift item
  • Note: You can select multiple categories by continuing to add
• Sponsorship gift variant item
  • Note: You can select multiple categories by continuing to add
• Optional sponsorship fields such as: Sponsorship date of birth, Sponsored status, Program status, Sponsorship visibility, Sponsorship type, Project or Place
• Sponsorship tags, refer to our Tags article to learn more
• Category, Group, Affiliate
• Payment Type
  • Note: You can select multiple payment types by continuing to add
• Various Supporter Filters including Supporter tags
• Report Template, enter in a template name to save this report for use later
• Check box to Schedule as a recurring report
  • Note: If checked, you can select how frequently to run the report, Weekly or Monthly
• Select Columns
  • Note: Click Select Columns to Display to include or not include additional columns in your generated report.
• Click Search

Example Report #

Here is an example of a generated Sponsorship Gifts Report: 

As you’ll see, the following is available:

• Date, of purchase
• Supporter, purchaser
• Payment Type
• Confirmation number
• Item, name of product
• GL Code, for accounting
• Sponsorship, purchased for
• Sponsorship Type
• Affiliate
• Tax Deductible
• Item Quantity
• Base Item Amount, before fees, shipping and tax
• Base Transaction Fees, transaction fees charges
• Base Deductible Amount
• Base Total Amount
• and more, based on columns selected