---
schema_version: "1"
id: 6ef4bb2b9d27b9742adc4ef24331d5c656b1251e061f59d5533068f83118f304
title: Order Management Report Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/om_report_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=commerce.om_report_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bb6415e3452ffa250ad7aa62b87fb23bd691e89172265f0c7a89a756280fda42
description: Order Management includes five prebuilt report templates based on custom report types.
products:
  - Commerce
  - Salesforce Order Management
release: "264"
---
# Order Management Report Templates

Order Management includes five prebuilt report templates based on custom report types.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=commerce.om_editions.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

The Order Management report templates are provided in an unlocked package. Install the [Order Management Basic Reports](https://help.salesforce.com/s/articleView?id=commerce.om_install_the_order_management_reports_package.htm&type=5&language=en_US) package and clone the templates to create reports tailored to your business needs.

This table lists the reports provided in the package.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
        <col style="width:33.33333333333333%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d35704e67">Report Name</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d35704e70">Description</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d35704e73">Fields Included</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Report Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d35704e67 ">Orders and Sales by Sales Channel.</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35704e70 ">Shows the volume of orders coming in to Order Management and the sales amount by sales
            channel.</td>

          <td data-label="Fields Included" class="slds-cell-wrap" style="vertical-align:top;" headers="d35704e73 ">
            <ul>
              <li>Order Summary Number</li>

              <li>Original Order Number</li>

              <li>Sales Channel</li>

              <li>Total with Tax</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Report Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d35704e67 ">Fulfillment Order Status</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35704e70 ">Shows where orders are being fulfilled, the status of fulfillment orders, and
            fulfillment trends.</td>

          <td data-label="Fields Included" class="slds-cell-wrap" style="vertical-align:top;" headers="d35704e73 ">
            <ul>
              <li>Fulfilled Location</li>

              <li>Fulfillment Order Number</li>

              <li>Fulfillment Status</li>

              <li>Order Product Summary Name</li>

              <li>Order Summary Number</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Report Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d35704e67 ">Refunds with Reason Code</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35704e70 ">Shows return amounts, quantities, and reasons, which items are being returned, and the
            customers who are returning the items.</td>

          <td data-label="Fields Included" class="slds-cell-wrap" style="vertical-align:top;" headers="d35704e73 ">
            <ul>
              <li>Account Name</li>

              <li>Change Order Product (Total Amount with Tax)</li>

              <li>Change Order Status</li>

              <li>Change Type</li>

              <li>Order Product Summary name</li>

              <li>Quantity Returned</li>

              <li>Reason</li>

              <li>Sales Channel</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Report Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d35704e67 ">Order Cancellation</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35704e70 ">Shows cancellation quantities and reasons, which items are being canceled, and the
            customers who are canceling the items.</td>

          <td data-label="Fields Included" class="slds-cell-wrap" style="vertical-align:top;" headers="d35704e73 ">
            <ul>
              <li>Account Name</li>

              <li>Change Type</li>

              <li>Order Product Summary Name</li>

              <li>Order Summary Number</li>

              <li>Quantity Canceled</li>

              <li>Reason</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Report Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d35704e67 ">Appeasement with Reason Code</td>

          <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d35704e70 ">Shows discount amounts and reasons, which items are being discounted, and which
            customers are receiving discounts.</td>

          <td data-label="Fields Included" class="slds-cell-wrap" style="vertical-align:top;" headers="d35704e73 ">
            <ul>
              <li>Account Name</li>

              <li>Change Type</li>

              <li>Create Date</li>

              <li>Line Adjustment with Tax</li>

              <li>Order Product Summary Name</li>

              <li>Order Summary Number</li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>

#### See Also

- [Reports for Order Management](https://help.salesforce.com/s/articleView?id=commerce.om_reports.htm&release=264.0.0&type=5 "Use reports to retrieve and analyze order, fulfillment, and payment information to help you optimize service delivery and keep your order workflow running smoothly.")