How do I create a custom orders report in Catalog Analytics?
As a Canvas Catalog admin, you can search and filter order data to create custom reports in the Analytics page.
Note: Enrollments that are not added to a course through the Catalog enrollment page are not included in catalog analytics.
Search Orders
Click the Orders tab [1].
To search orders, type all or part of a search parameter in the Search field [2].
To search order data using filters, click the Filters button [3].
By default, the creation date filter is set to Past Week. To delete the filter and view all course listings, click the Creation Date icon [4].
Filter Orders
To filter by catalog, click the Catalog drop-down menu and select a catalog to include in the search [1]. Repeat with additional catalogs.
To filter by listing, type all or part of a listing name in the Listing field [2]. Select an option from the drop-down list of possible matches and repeat with additional listings.
To filter by listing status, click the Listing Status drop-down menu [3].
To filter by student, click the Student field [4]. Then, enter all or part of a student name and click the student name in the list [5].
View Additional Filters
To expand the filter window to display revenue filters, click the Expand Revenue icon [1].
To filter by purchaser, click the Purchaser field and enter all of part of a purchaser name [2].
To search bulk purchases only, click the Bulk Purchases Only checkbox [3].
To filter by date, click the Purchase Date drop-down and select a time frame [4]. To select a custom time-frame, click the calendar icons to select start and end dates [5].
To filter by free or paid orders, click the Orders drop-down menu [6].
To select a minimum and maximum price range for paid orders, enter prices in the Listing Prices fields [7].
To filter by promotion status, click the Promotions drop-down menu [8].
To filter by minimum and maximum revenue range, enter values in the Total Revenue fields [9].
Apply or Delete Filters
To apply the selected filters, click the Apply button [1].
To save selections without applying and return to the Orders page, click the Cancel button [2].
To delete selections and return to the default settings, click the Reset Defaults button [3].
View Filtered Data
The filtered list appears in the chart [1]. To sort a chart column in alphabetic or numerical order, locate the header for that column and click the Sort selector [2].
All columns in the chart do not display at the same time. To display additional column headers, click the Expand icon [3]. To view additional columns, click and drag the horizontal scrollbar [4].
Summary data for the filtered list displays [5].
To delete a selected filter, click the filter name icon [6].
To search for an item in the filtered list, enter all or part of a search parameter in the Search field [7].
