Thursday, January 24, 2019

Create a Report that will Display Item Orders Group by Site Referrer

Create a customer saved search by navigating to Reports > New Search > Customer

1.In the Criteria tab, set the Date Created
2.In Results tab select the following fields

-Name
-Transaction Fields : Item
-First Site Visit: Referrer

3. In the same tab (Results)
-Under the Sort By field: Select the First Site Visit : Referrer
-In the Summary Type column set the First Site Vist : Referrer to Group

Note: The Standard Referrer and Item Order reports in Web Presence has limited fields to generate the expected result information.

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