How to use the Orders Report

The Orders Report is the most comprehensive report Meadow offers. It's the source of truth for fulfilled transaction data; every order, every product sold, every tax collected, every payment received. You'll use it for tax filing, vendor credit reports, product performance, and day-to-day business analysis.

The report lives under Reports > Orders in Meadow Admin — or go directly to admin.getmeadow.com/reports/orders.

The Data tab is the foundation of the report. Every row represents one fulfilled order. This is where you go for order-level totals, tax breakdowns, customer info, and delivery details.

Here's how the columns flow — they tell a story from subtotal to final total:

Order identification (columns A–L)

What was sold (column M)

Column M lists all line items in the order, separated by commas. This gives you a quick glance at what's in the order, but don't use this column for product-level analysis — use the Line Items tab instead.

The money trail (columns P–Y)

This is the core financial section. The columns work as a calculation chain:

What's the difference between Grand Total and Customer Grand Total? Grand Total is your sales revenue after tax. Customer Grand Total adds fees on top — delivery fees, payment type fees. If you don't charge fees, these two columns match. If you do, the Customer Grand Total is higher.

Payment and source (columns Z–BD)

Delivery and Onfleet (columns AE–AN)

If you use Onfleet for delivery, these columns track the full delivery lifecycle:

Operations (columns AO–AV)

Tax breakdown (columns BF+)

This is the section you need for tax filing. Each tax rate you've configured in Meadow gets its own column. The column header shows the tax name, rate, type, tier, and whether it's included in the price.

For example: City Tax, Rate: 10, Type: standard, Tier: 1, Included: false

Each row shows how much of that specific tax was collected on that order.

The Line Items tab is your product-level view. Every row represents one product sold within an order. Use this tab for product performance, category analysis, vendor reports, and discount tracking.

Order context (columns A–J) — Same identifying info as the Data tab (Order ID, Date, Customer, etc.). Order IDs repeat here because one order can have multiple line items.

Product detail (columns K–N)

Pricing and discounts (columns O–X)

Order-level context (columns Y–AF) — Repeats the order totals from the Data tab so you can see both product and order context without switching tabs.

Cost and profit (columns AL–AR)

Compliance and vendor (columns AX–BG)

The Payments tab shows every payment transaction. If a customer splits payment across two methods (say, cash and debit), you'll see two rows for that order.

Use this tab to reconcile payments by type, track tips, or audit fee collection.

The Dashboard tab is your quick-reference summary. It shows the key totals without any manual math:

Don't want to sum everything on the Data tab yourself? You don't have to — the Dashboard does it for you.

Tip: If the Dashboard tab appears blank, you need to enable macros in Excel. See the "Enabling macros in Excel" section below.

The Orders Report includes several pivot table tabs that summarize your data automatically. These require macros to be enabled.

Categories — Sums by product category: quantity sold, line item subtotals, line item totals, line cost, and line profit. If you sell accessories, this is where you'd see that total separated out.

Products — Sums by product: quantity sold, average unit price, average cost per unit, average profit per unit, and average margin percentage. Use this for product performance at a glance.

Admins — Sums by staff member: order count, subtotals, credits, adjustments, taxes, loyalty, and grand totals. Useful for tracking individual performance or auditing who processed what.

Medical Orders — Splits orders into recreational (No) and medical (Yes): order count, subtotals, credits, adjustments, taxes, loyalty, and grand totals. You'll need this if your state requires separate medical and recreational reporting.

Payment Types — Sums by payment method: order count, total dollar amount, and percentage of total sales. See at a glance how much business goes through cash vs. debit vs. Stronghold.

Postal Codes — Sums by delivery postal code: order count and total dollar amount. Useful for understanding where your delivery customers are and which zones perform best.

Trends — A legacy tab with order-by-hour and order-by-day visualizations. Not actively maintained, but still available.

The Orders Report is essential for tax filing, but you'll need the Taxes Report too. Together, they give you everything.

What the Orders Report gives you:

What the Taxes Report adds:

How to use them together:

Handling accessory excise tax

Accessories are not subject to excise tax. If your excise tax settings don't exclude accessories, you may be overcharging customers. Check your settings:

To isolate accessory sales in the report, filter the Line Items tab by Primary Category (column L). Deselect all categories except Accessories to get the accessory total — or deselect only Accessories to get your cannabis-only sales total.

Vendors regularly request sales data — for product performance reviews, promotional credit reimbursements, or inventory planning. The Orders Report has everything they need.

Where to find vendor data:

Common data points vendors request:

Building a vendor credit report:

The Orders Report uses Excel macros to power the Dashboard, Categories, Products, and other summary tabs. If those tabs appear blank when you open the report, you need to enable macros.

Windows:

If the tabs are still blank after enabling macros:

You may only need to do the unblock step once. After that, your computer should remember the setting for this file type.

On Mac, Excel typically prompts you to enable macros when you open the file. Click Enable Macros when prompted. If you don't see the prompt, check Excel > Preferences > Security & Privacy and ensure macros are set to enabled.

How far back can I generate a report?

You can generate the Orders Report for up to one year at a time. For shops with high sales volume, reports covering a full year may truncate or take a long time to download. Quarterly reports are recommended; they're faster to generate and easier to work with in Excel.

Should I use "fulfilled at" or "created at" as my date type?

Use "Fulfilled at" for tax filing, accounting, and most reporting. This shows orders by when they were actually completed and delivered. Use "Created at" only for tracking when orders were placed — useful for sales competitions or order pipeline analysis, but not for financial reporting.

Why do I see multiple columns for the same tax?

Each time you delete and recreate a tax in Meadow, the report creates a new column for the new rate. For example, when excise changed from 15% to 19%, the old column stops at the last order under the old rate and the new column picks up from there. This is by design; it keeps your historical data accurate.

What's the difference between Grand Total and Customer Grand Total?

Grand Total is your sales total after tax but before fees. Customer Grand Total includes fees like delivery fees and payment type fees. If you don't charge any fees, these two columns will match. If you do charge fees, Customer Grand Total is higher — it's what the customer actually paid.

Which tab should I use for product-level analysis?

Use the Line Items tab for anything product-related: sales by product, category performance, vendor reports, discount analysis, cost and profit calculations. The Data tab's Line Items column (M) lists products in a comma-separated format that's not practical for analysis.

How do I separate accessory sales from cannabis sales?

Filter the Line Items tab by Primary Category (column L). Deselect all categories except Accessories to see only accessory sales, or deselect Accessories to see cannabis-only sales. This is important for excise tax reporting since accessories are not subject to excise tax.

Why are some summary tabs blank?

The Dashboard, Categories, Products, Admins, Medical Orders, Payment Types, and Postal Codes tabs use Excel macros. If they appear blank, enable macros in your Excel settings. See the "Enabling macros in Excel" section above for step-by-step instructions.

Can I pre-filter the report before downloading?

Yes — when generating the report, you can add query constraints to filter by brand or other criteria. This gives you a smaller, more focused file. You can also skip the pre-filter and do all your filtering inside Excel after downloading.

Do I need both the Orders Report and the Taxes Report to file taxes?

Yes, you need both reports to file taxes accurately. The Orders Report gives you the detailed per-order tax breakdown and sales totals. The Taxes Report gives you the summary of collected taxes with exempt sales and returns backed out — the actual remittable amounts. Cross-reference both to make sure your numbers align.

How do discounts appear in the report after the 11/4/25 update?

As of 11/4/25, all discounts in Meadow apply at the line-item level. The Line Items tab is now the primary source of truth for discount data. For orders placed before 11/4/25 that used order-level discounts, those values appear in the Data tab's Legacy Order Discounts column. If your reporting period crosses 11/4/25, you may need data from both tabs to get the complete discount picture.

Where do I find the Orders Report in Meadow?