The Order Report is a great way to find orders that have been sent by Users. Clicking on either the item name, contact name, or status will bring up more information about that specific order.
To view all data and sort by User and Team, you must have the Admin/Manager Role. As a User, you will only be able to see your own data. If you are on several teams, you will need to switch accounts to see each Team's Data.
The Order Report can be found under the reporting section. Reporting > Order Report.
Filters
Filters are hidden by default but can be uncollapsed and used to find orders by specific criteria.
Filters include:
- Status
- Created - the date the item was initially sent
- Search Item - Item name
- Search User - User name
- Search Teams - Team name
- Group Order - Search by the name of the Group Order
- Contact - the contact name
- MagicLink - Search by MagicLink orders
- Send Type - Search by type of send
Recent Exports
The default order, or an order you have filtered by, can be exported using the Export option in the top-right corner. Selecting Export from the Order Report and it will automatically start the report download and add it to the list of Saved Exports.