In Margin by Month and Margin Details by SKU, the Order Date View tab organizes your transaction data by ordered date instead of posted date. In this tab, sales and their applicable fees are tied to the day the order was placed rather than the day the transaction posted to your account.

This view is designed for users who prefer a profitability picture that's tied to the performance of the month itself, closer to an accrual basis, rather than the cash-flow style view of the P&L tabs, where revenue and fees land in the month they posted regardless of when the order originated.

In the Order Date View tab, every transaction with an associated order date is bucketed into the month that order was placed. For example, a sale placed on March 30th but posted in early April will appear in March's P&L, alongside the FBA fees, referral fees, and other order-level costs tied to it. This aligns the tab much more closely with your Ordered Product Sales figures, though the two will not be exactly identical, since they come from different data sources.

Deferred transactions are included in this view, just as they are in the P&L tabs. The key difference is what happens once they're released: instead of landing in the month they were released, they land in the month of the original order.

The Order Date View tab combines released transactions + current deferred transactions for you, giving the full picture of a month's activity by ordered date. As current deferred transactions are released, they remain in the month of their order date. (In the P&L tabs, it doesn't work the same way, because released amounts move into the month of release rather than the month of origin.)

Not every fee has an order date attached to it. The most common examples are:

These transactions don't tie back to a specific order, so they continue to land in the month they were released, even in the Order Date View tab. Keep this in mind when reconciling, since your ad spend and account fees will still follow posted-date logic.

The Order Date View tab is best suited for users who want their P&L to reflect the performance of a given month rather than its cash flow. If you're trying to evaluate how a month performed (what was sold, what it cost to sell it, and what margin those orders generated), the Order Date View tab will give you a cleaner picture. If you're reconciling against disbursements or working from a cash-basis perspective, the P&L tabs are still the right tool.

Both views are available as tabs on Margin by Month and Margin Details by SKU, so you can switch between them as needed. The combined figures are also included in the Download All workbook and the Reporting margin exports.