Finding Order & Fulfillment Reports (Unfulfilled, Pending Pickup, Tracking, Compliance)

Last updated: November 10, 2026

This article answers the most common “which report shows …?” questions for orders and fulfillment. For general reporting tips (exports, time filters, sales by associate), see Reporting Tips.

How do I find unfulfilled orders?

  1. Go to Reports → Sales → Sales by Order.

  2. Set the date range. To see one kind of order, set Order Type (for example Club).

  3. Click Export (top right).

  4. In the spreadsheet, filter the Fulfillment Status column to unfulfilled.

The report has no Fulfillment Status filter on screen, so filter the export. To see unfulfilled orders on screen instead, use the Fulfillment Status filter on the Orders page (see Orders Overview).

The Fulfillment Status column appears in the Sales by Order report (not every report), alongside Order Number and Order Date.

The Unfulfilled Orders & SKUs report under Reports → Inventory includes orders migrated from your previous system, so older open orders show up there too.

How do I find orders that are sold but not yet fulfilled / pending pickup?

Use Sales by Order → Export by SKU. In the file, filter Fulfillment Status to unfulfilled (paid, not yet shipped or picked up) or partial (some items still to fulfill), and Order Delivery Method to Pickup. For club pickup orders, the Inventory Location column shows the pickup location.

For a stock-side view, the Pending Fulfillment report under Reports → Inventory shows committed stock waiting to ship or be picked up, grouped by how old the order is.

Important: The standard Sales by Order Export is order-level. It shows the order and its fulfillment status, but not the individual products/wines inside each order. For items, use Export by SKU or the Orders export described in the next section.

How do I see the actual products/wines inside unfulfilled orders?

To count how many bottles of each wine you need for every open order, use Reports → Inventory → Unfulfilled Orders & SKUs. It lists each product still to be fulfilled, with Product Name and Quantity Sold (the quantity not yet fulfilled), on orders placed in the date range you choose. It opens on Last 7 Days, so set the start date back to your oldest open order. It includes pickup and shipping orders and doesn't say which is which. For shipping orders only, use Sales by Order → Export by SKU with a date range back to your oldest open order, then filter Order Delivery Method to Ship and Fulfillment Status to unfulfilled and partial.

Export from the Orders page:

  1. Go to Orders.

  2. Filter to Unfulfilled (and optionally by date).

  3. Click Export to download a file that includes the order’s items.

The Orders export doesn't keep the Fulfillment Location filter, so filter by location in the file.

You can also use Sales by Order → Export by SKU and filter Fulfillment Status in the file for one row per item.

Which report includes tracking numbers?

See Finding Tracking Numbers for Shipped Orders — the Sales By Order (Export by SKU) report includes tracking, and you can also find it on each order’s Fulfillment section.

How do I find orders with a particular shipping method?

There's no filter for shipping method. Go to Reports → Sales → Sales by Order, set your date range and click Export Compliance Report. In the file, filter the CARRIER_CODE column for the carrier service you want, for example values containing "2Day". It shows the carrier service the order shipped with, not the name of the shipping option the customer picked at checkout.

How do I report wine shipped to one state (for example a quarterly state report)?

Go to Reports → Sales → Sales by Order, set the date range and click Export Compliance Report. It has one row per wine in each shipped order, so pickups are left out. In the file, filter DIST_STATE to the state and DATE_SHIP to the period. The date range picks orders by order date, so start it a little before the period to catch orders placed earlier and shipped during it.

Useful columns: ship date = DATE_SHIP, order date = DATE_INVOICE, recipient and address = the DIST_ columns, bottles = CONTAINERS, sales tax on the wine = PRICE_SALES_TAX. Subtotal is CONTAINERS × PRICE_PER_BOTTLE. Liters is CONTAINERS × 0.75 for 750 ml bottles.

Where is my shipping compliance report?

Go to Settings → Shipping & Tax Compliance — this is where your compliance provider (Avalara or SOVOS/ShipCompliant) is connected, and where compliance files/reports for excise taxes and shipments are generated. For a file of your orders for compliance (one row per wine in each shipped order, with the buyer (BUYER_ columns), the ship-to recipient and address (DIST_ columns), the number of bottles (CONTAINERS), PRICE_PER_BOTTLE, PRICE_SALES_TAX, PRICE_SHIPPING, CARRIER_CODE and TRACKING_NUMBER), go to Reports → Sales → Sales by Order and click Export Compliance Report. If you use a connected provider, some reports are also available directly in that provider’s portal after logging in. If shipments aren’t appearing, see ShipCompliant Sync Issues.

To see shipments to one state, filter the DIST_STATE column. Only orders marked as shipped appear, and the date range picks orders by order date, so an order placed in September and shipped in October appears in a September range. PRICE_SALES_TAX is the tax on the wine; tax charged on shipping isn't included, so it can be lower than the order's total tax.

A note on inventory reports

Inventory reports and exports (Reports → Inventory, or Products → Inventory) are current snapshots only. They reflect stock right now and don’t show historical inventory levels, even if you change the date range. For what each inventory report shows, see Export Inventory Reports.