{"title":"Review carts and generate cart reports","slug":"review-carts-and-generate-cart-reports","url":"https://support.storeconnect.com/articles/review-carts-and-generate-cart-reports","url_markdown":"https://support.storeconnect.com/articles/review-carts-and-generate-cart-reports.md","subtitle":null,"summary":"Create custom list views and Salesforce reports to monitor abandoned carts, active checkouts, cart values, source distribution, and UTM campaign attribution data.","type":"Help_Documentation","video_url":"","keywords":"cart reports, abandoned carts, cart list views, salesforce reports, utm attribution, campaign reporting, cart monitoring, checkout tracking, cart analytics, active carts, cart source distribution, cart conversion","last_modified":"2026-08-21T07:12:35+0000","body_markdown":"| Column    | Description                                        |\n|-----------|----------------------------------------------------|\n| Cart Name | The auto-numbered identifier (e.g., Cart-000142)   |\n| Account   | The account associated with the cart               |\n| Contact   | The contact who owns the cart                      |\n| Status    | The current checkout step                          |\n| Abandoned | Whether the cart has been marked as abandoned      |\n| Order     | The order record linked to the cart after checkout |\n\n## Create a custom cart list view\n\n1.  Go to the **Carts** list.\n2.  Click the list view controls icon (gear icon) and select **New**.\n3.  Enter a name for the list view (for example, Abandoned carts with items).\n4.  Select who can see this list view.\n\n    ![New cart list view](https://res.cloudinary.com/hzkr6fi81/image/upload/v1771463824/knowledge/carts/CartListView_eh03nm.png)\n\n5.  Click **Save**.\n6.  Click **Add Filters** and add your filter criteria.\n7.  Select fields to display (in cog menu).\n8.  When you are finished, **Save**.\n\n### Suggested list views\n\nSalesforce list views cannot directly filter on the absence of related records. To identify empty carts (no Cart Items), use a built-in report with a cross-filter instead.\n\n**Abandoned carts -** Abandoned = True\n\nConsider adding **Checkout Email**, **Source**, and **Created Date** columns for more context.\n\n**Active web carts**\n\n| Filter    | Operator     | Value    |\n|-----------|--------------|----------|\n| Source    | equals       | web      |\n| Abandoned | equals       | False    |\n| Status    | not equal to | complete |\n\n**Carts pending order creation** (may indicate a sync issue)\n\n| Filter | Operator | Value         |\n|--------|----------|---------------|\n| Status | equals   | paid          |\n| Order  | equals   | (leave empty) |\n\n## Built-in cart report\n\nStoreConnect includes a built-in report called **Ratio of Completed / Abandoned Carts** located in the **StoreConnect Default Reports** folder. It groups results by Pricebook Name and includes an **Abandoned Ratio** formula field showing the percentage of abandoned carts over the last 30 days.\n\n1.  Go to the **Reports** list.\n2.  Open the **StoreConnect Default Reports** folder.\n3.  Click **Ratio of Completed / Abandoned Carts**.\n4.  Click **Run Report**.\n5.  To change the time frame, modify the **Submitted Date** filter.\n\n## Custom cart reports\n\n1.  Go to the **Reports** list and click **New Report**.\n2.  Select the **Carts** report type.\n\n    ![Carts report](https://res.cloudinary.com/hzkr6fi81/image/upload/v1771465926/knowledge/carts/CartsReport_b4e1mz.png)\n\n3.  For item-level detail, select **Carts with Cart Items** if available.\n4.  Add columns, filters, and groupings as needed.\n5.  Click **Save \u0026 Run**.\n6.  Enter a report name, select a folder, and click **Save**.\n\n### Suggested custom reports\n\n-   **Carts by status** — group by **Status**, count records. Shows how many carts are at each checkout stage.\n-   **Abandoned cart value** — filter **Abandoned** equals True, use Carts with Cart Items report type, sum Unit Price × Quantity. Estimates total value left in abandoned carts.\n-   **Cart source distribution** — group by **Source**, count records. Shows distribution across web, POS, API, and manual.\n-   **Carts by device type** — group by **Browser Device Type**, filter **Source** equals web. Shows session breakdown by device.\n-   **Empty carts** — use Carts report type with a cross-filter: Carts **without** Cart Items. Useful before manual cleanup.\n\n## Cart campaign reporting\n\nEach cart can have related Cart Campaign records that store UTM marketing attribution data.\n\n| Field        | Description                                    |\n|--------------|------------------------------------------------|\n| UTM Campaign | Campaign name                                  |\n| UTM Source   | Traffic source (e.g., google, newsletter)      |\n| UTM Medium   | Marketing medium (e.g., cpc, email)            |\n| UTM Content  | Ad variant or content identifier               |\n| UTM Term     | Search keyword                                 |\n| Visited At   | Date and time of the campaign-attributed visit |\n\nWhen a cart is deleted, its related Cart Campaign records are also deleted.\n\n### Create a campaign attribution report\n\n1.  Go to the **Reports** list and click **New Report**.\n2.  Select the **Cart Campaigns** report type (or **Cart Campaigns with Carts**).\n3.  Add **UTM Campaign**, **UTM Source**, **UTM Medium**, and **Visited At** columns.\n4.  Group by **UTM Campaign** or **UTM Source**.\n5.  Click **Save \u0026 Run**, name the report, and save it to a folder."}