Five spreadsheet-type reports are available that retrieve data directly from the IOS website.
Each report is accessed via a unique URL, which prompts the user for their IOS username and password. The reports are subsequently downloaded as CSV files.
Customer Logins Report
A report based on the optional email address entered on the login screen
https://yoursite/reports/ordering/customer/logins
The report is useful for ascertaining which customers have visited your site but did not proceed to order.
Online Orders Report
A report of orders placed on the site. An order is deemed to have been placed as soon as the customer clicks the 'Place Order' button on the checkout page, regardless of whether the customer proceeds to payment or not, or whether payment was successful.
https://yoursite/reports/ordering/orders
The report provides a wealth of information for orders placed on the site, including their payment status, Package information, order cost, customer details, and much more.
Online Paid Orders Report
Similar to the report above, but with two notable differences:
the report includes paid orders only
the report is based on the payment date, not the order date
https://yoursite/reports/ordering/payments
This report is especially useful to people wishing to reconcile their orders against payment provider and bank receipts.
Identify orders
A report of any identify orders placed on the site, including the identify entities (subjects, families..) and the orders placed for each.
https://yoursite/reports/ordering/identify
Without this report, a photographer would need to download and identify the orders in order to obtain this information. The Identify report provides this information even before the orders have been identified.
Sales tax report
A sales tax report based on the different options for calculating and collecting sales tax is available as part of the IOS reports.
https://yoursite/reports/ordering/Salestaxes
The report is useful for ascertaining the different jurisdictions’ tax rates and amounts per order collected, and shows both paid and unpaid orders, as well as the chosen delivery option.
Optional parameters
Filters are available to limit the number of records retrieved by the reports.
?dateFrom/dateTo={YYYY-MM-DD}
?jobKey={job-key}
?sortBy={date|key|job}
?isSortAscending={true/false} ?processing={number} (1=pre-orders, 2=Fulfill)
?payment={number} (0=not required, 1=paid, 2=unpaid)
?skip={number} will skip n records
?take={number} will only process n records
Examples
https://yoursite/reports/ordering/orders?dateFrom=2025-01-01
retrieves all orders from 1st January 2025
https://yoursite/reports/ordering/orders?processing=1
retrieves all orders that 'pre-orders'
https://yoursite/reports/ordering/identify?jobkey=ASDFASDF
retrieves all identity orders for a given job
https://yoursite/reports/ordering/salestaxes?payment=1
retrieves sales tax information for all paid orders
Separate multiple parameters with an ampersand (&)
https://yoursite/reports/ordering/orders?dateFrom=2025-01-01&processing=1
retrieves all pre-orders from January 1st 2025
https://yoursite/reports/ordering/orders?dateFrom=2025-01-01&dateTo=2025-01-31
retrieves all orders for the month of January 2025
https://yoursite/reports/ordering/identify?jobkey=ASDFASDF&Payments=1
retrieves all paid identity orders for a given job
https://yoursite/reports/ordering/Salestaxes?datefrom=2026-01-01&Dateto=2026-04-01&payment=1
retrieves sales tax information for all paid orders from January 1 to April 1 of 2026