# Review carts and generate cart reports Source: https://support.storeconnect.com/articles/review-carts-and-generate-cart-reports · Last modified 21 August 2026 | Column | Description | |-----------|----------------------------------------------------| | Cart Name | The auto-numbered identifier (e.g., Cart-000142) | | Account | The account associated with the cart | | Contact | The contact who owns the cart | | Status | The current checkout step | | Abandoned | Whether the cart has been marked as abandoned | | Order | The order record linked to the cart after checkout | ## Create a custom cart list view 1. Go to the **Carts** list. 2. Click the list view controls icon (gear icon) and select **New**. 3. Enter a name for the list view (for example, Abandoned carts with items). 4. Select who can see this list view. ![New cart list view](https://res.cloudinary.com/hzkr6fi81/image/upload/v1771463824/knowledge/carts/CartListView_eh03nm.png) 5. Click **Save**. 6. Click **Add Filters** and add your filter criteria. 7. Select fields to display (in cog menu). 8. When you are finished, **Save**. ### Suggested list views Salesforce 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. **Abandoned carts -** Abandoned = True Consider adding **Checkout Email**, **Source**, and **Created Date** columns for more context. **Active web carts** | Filter | Operator | Value | |-----------|--------------|----------| | Source | equals | web | | Abandoned | equals | False | | Status | not equal to | complete | **Carts pending order creation** (may indicate a sync issue) | Filter | Operator | Value | |--------|----------|---------------| | Status | equals | paid | | Order | equals | (leave empty) | ## Built-in cart report StoreConnect 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. 1. Go to the **Reports** list. 2. Open the **StoreConnect Default Reports** folder. 3. Click **Ratio of Completed / Abandoned Carts**. 4. Click **Run Report**. 5. To change the time frame, modify the **Submitted Date** filter. ## Custom cart reports 1. Go to the **Reports** list and click **New Report**. 2. Select the **Carts** report type. ![Carts report](https://res.cloudinary.com/hzkr6fi81/image/upload/v1771465926/knowledge/carts/CartsReport_b4e1mz.png) 3. For item-level detail, select **Carts with Cart Items** if available. 4. Add columns, filters, and groupings as needed. 5. Click **Save & Run**. 6. Enter a report name, select a folder, and click **Save**. ### Suggested custom reports - **Carts by status** — group by **Status**, count records. Shows how many carts are at each checkout stage. - **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. - **Cart source distribution** — group by **Source**, count records. Shows distribution across web, POS, API, and manual. - **Carts by device type** — group by **Browser Device Type**, filter **Source** equals web. Shows session breakdown by device. - **Empty carts** — use Carts report type with a cross-filter: Carts **without** Cart Items. Useful before manual cleanup. ## Cart campaign reporting Each cart can have related Cart Campaign records that store UTM marketing attribution data. | Field | Description | |--------------|------------------------------------------------| | UTM Campaign | Campaign name | | UTM Source | Traffic source (e.g., google, newsletter) | | UTM Medium | Marketing medium (e.g., cpc, email) | | UTM Content | Ad variant or content identifier | | UTM Term | Search keyword | | Visited At | Date and time of the campaign-attributed visit | When a cart is deleted, its related Cart Campaign records are also deleted. ### Create a campaign attribution report 1. Go to the **Reports** list and click **New Report**. 2. Select the **Cart Campaigns** report type (or **Cart Campaigns with Carts**). 3. Add **UTM Campaign**, **UTM Source**, **UTM Medium**, and **Visited At** columns. 4. Group by **UTM Campaign** or **UTM Source**. 5. Click **Save & Run**, name the report, and save it to a folder. --- ## Follow StoreConnect - [Email Newsletter](https://getstoreconnect.com/c/lp-newsletter) - [LinkedIn Newsletter](https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7444956928444862464) - [YouTube](https://www.youtube.com/channel/UCngKdP2x8l1wcbAKW3tvU8g) - [LinkedIn](https://www.linkedin.com/company/storeconnect) - [X / Twitter](https://x.com/storeconnecthq) ## Popular Links - [Partners](https://getstoreconnect.com/partners) - [News](https://getstoreconnect.com/articles/news) - [Events](https://getstoreconnect.com/articles/events) - [Feature Comparison](https://getstoreconnect.com/how-we-compare) - [Download a free trial](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMkeKUAT) - [Book a Demo](https://getstoreconnect.com/contact) ## Documentation - [Help documentation](https://support.storeconnect.com/help-documentation) - [AI agents](https://support.storeconnect.com/ai) - [Videos & tutorials](https://support.storeconnect.com/videos-tutorials) - [Developer reference](https://support.storeconnect.com/developer-reference) - [Release notes](https://support.storeconnect.com/release-notes) - [Troubleshooting](https://support.storeconnect.com/troubleshooting) - [Trust Center](https://trust.getstoreconnect.com/) - [Status Page](https://status.storeconnect.com/) ## Contact - info@getstoreconnect.com - US +1 415 745 3230 - AUS +61 2 8365 2308 100 S Ashley Dr, Suite 600-2461 Tampa FL 33602-600 USA Level 22, Sydney Place 180 George Street Sydney, NSW, 2000, AUS --- StoreConnect Support — https://support.storeconnect.com/articles/review-carts-and-generate-cart-reports