Identifying your transactions table

Head to the Query Builder tab in and locate the table that contains your transactions. 

It's probably called something like transactions, orders, bookings, reservations, sales, or something similar.

Click to open it. 

Getting to know your Users table

In theory, each row in this table represents a transaction. 

Each column represents some associated characteristic, like:

  • date

  • status

  • customer ID 

  • shipping address

  • Amount paid


If you're counting completed transactions, remember to filter out the ones that aren't complete.

How do you know if a transaction isn't complete?

Well, one of the columns in the table might be something like:

  • status (with values like Shipped, or In Progress, or Cancelled)

  • deleted at / cancelled at date (with values like 2019-05-01, or NULL*)

  • cancelled (with values like TRUE, or FALSE)

*NULL here means there is no deleted at / cancelled at date (i.e. the transaction has not been cancelled)

It's very important to be aware of this, so you don't end up thinking you have an accurate summary of your transactions but accidentally including a whole bunch of incomplete or cancelled transactions. 

Finding connected data

If you see a drill-down button to the left of each row, it means your Transactions table is connected to other tables* (e.g. the table containing Users, or Products, Line Items, Order information etc).

*Don't see the drill-down buttons but think your table should be connected to others? Let us know and we'll help.

Click the drilldown buttons to explore the data connected to each individual transaction. For example, in the GIF above, you can see both the Customer and Product connected to the specific transaction in that row.

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