Completed Draft Order Report for Shopify
This report provides insights into finalized draft orders, displaying detailed information on converted orders, including product details, pricing, and customer data for analysis.
5 from 1,800+ merchants
2,000+ data fields
Trusted by 40,000+ Shopify stores
Updated June 2026
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Why this report matters
Draft orders are how a lot of real revenue gets written — wholesale invoices, phone orders, custom quotes, off-storefront discounts. They’re a quiet but meaningful slice of sales for any store doing B2B or assisted selling.
Shopify doesn’t provide a pre-built draft-order report, clear draft-to-order conversion visibility, or insight into custom line items. So this revenue stream is the hardest to analyze, even though it’s often the highest-value per order.
A completed-draft-order report isolates the drafts that turned into sales and exposes their custom line items and pricing. That tells you which reps and which manual deals actually close, and lets you fold this revenue into the same analysis as your storefront.
What’s included
Draft & conversion
Draft order name
The draft order reference, and the resulting order once completed.
Status
Draft status — here filtered to completed (converted to a paid/placed order).
Heads up: Open and invoice-sent drafts are excluded by design; this report is about drafts that actually closed.
Created & completed date
When the draft was raised and when it converted — the basis for a conversion-time view.
Customer & rep
Customer
The customer or company the draft was created for — usually a wholesale or B2B account.
Created by (staff)
The rep who built the draft, for attributing manual sales.
Heads up: Useful for commission on assisted sales; depends on the staff member being recorded on the draft.
Line items & money
Product / variant / custom line item
Catalog items and any custom (non-catalog) line items added to the draft.
Example: A custom “Bulk pallet – negotiated” line that isn’t a storefront product.
Heads up: Custom line items don’t exist in your product catalog, so they won’t appear in product-based sales reports — this is where they surface.
Quantity & price
Units and the (often negotiated) price on each line.
Formula: Line total = Unit price × Quantity
Discount & total
Off-storefront discount applied and the order total.
Formula: Order total = Subtotal − Discount + Shipping + Tax
Who uses this report
Wholesale / B2B manager
Sales rep lead
Finance
Owner
How to read the report
- Filter to completed only. Open and invoice-sent drafts are noise here; the question is which drafts actually became revenue.
- Look for custom line items. They never show in product reports, so a draft-order view is the only place negotiated, non-catalog lines appear.
- Read conversion time. The gap between created and completed shows how long quotes sit — a long lag is a follow-up problem.
- Attribute to the rep. Grouping by creator turns manual selling into something you can measure and reward
How to build the report in Report Pundit
- Open Report Pundit in your Shopify admin and choose Create Report (or the pre-built “Completed Draft Order” template).
- Set the data source to Draft orders.
- Filter Status to Completed so only converted drafts appear.
- Add columns: Draft name, Resulting order, Created date, Completed date, Customer, Created by (staff).
- Add line-item columns: Product/variant, Custom line item, Quantity, Unit price.
- Add money columns: Subtotal, Discount, Shipping, Tax, Order total.
- Set your date range and group by Customer or Created-by depending on the view.
- Run, confirm a known completed draft appears with its custom lines, and Save.
- Schedule a weekly send to the wholesale and finance teams, or export to Google Sheets.
Sample report
Customization & filters
- Filter by customer, rep (created-by), or date window.
- Compare completed vs total drafts for a conversion rate.
- Surface custom line items and any draft metafields.
- Group by created-by for rep performance.
- Add a conversion-time calculated column (completed − created).
Automate & export
- Schedules — hourly, daily, weekly, monthly, or custom cron
- Delivery formats — Excel, CSV, PDF, or push to Google Sheets in real time
- Group by month or week — trends instead of a static snapshot
- Destinations — email (multiple recipients), Google Sheets, Google Drive, FTP/SFTP, Looker Studio, BigQuery
- Conditional alerts — get notified only if a channel's net sales drop more than X% week-over-week
Report Pundit vs Shopify's native Sales by Channel report
Frequently Asked Questions
Not in a pre-built, analyzable way. Shopify lacks a draft-order report, draft-to-order conversion visibility, and insight into custom line items — which is exactly what this report adds.
A draft that converted into a placed/paid order. Open and invoice-sent drafts are filtered out so the report focuses on revenue that actually closed.
Yes. Non-catalog line items added to a draft (negotiated bulk lines, custom services) surface here — they never appear in product-based sales reports.
Benefits
Track Draft Orders
Understand Customer Behavior
Refine Pricing Strategies
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