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How do I view and manage Orders?

The Orders section gives you a clear overview of all transactions placed through your portal. You can view total order activity, explore detailed order reports, and export data for further analysis—all in one place.

Written by Justin Verhoeve

Dashboard Overview

The Orders dashboard displays key metrics to help you monitor purchase activity at a glance.

You’ll see:

  • Total Orders: The total number of orders placed within your selected time period.

  • Average per day: The average number of orders placed daily.

This snapshot helps you understand order volume and identify trends in transaction activity.

Filtering and Customizing Your View

The dashboard includes several tools to help you narrow your view and analyze specific data.

  1. Date range filter
    Click the date filter in the top-right corner to select a predefined or custom range.

    • Choose options like Today, Last 7 days, Last 30 days, or Custom range.

    • The dashboard updates automatically to reflect your selection.

  2. Search
    Use the search bar to quickly find specific orders by order number, user name, or keyword.

  3. Filters
    Use the dropdown menus to refine data by:

    • Locations – view orders by specific branches or regions

    • Groups – analyze orders by user group

    • Suppliers – track orders by supplier

    • Campaigns – see which campaigns generated orders

Note: Applying multiple filters helps you create a focused view of your order data.

In-Depth Orders Report

You can explore more detailed order information directly within the dashboard.

Viewing order details

  1. Click the arrow on the left side of an order row.

  2. A detailed view expands, showing:

    • Ordered products

    • Supplier information

    • Total quantities

    • Individual item prices

This view allows you to confirm each order’s contents and cost.

Customizing columns

  1. Click “Columns” in the top-right corner of the report table.

  2. Toggle columns on or off to display only the data you need.

  3. Click “Reset to default” to restore the standard view.

⚠️ Important: Customizing columns affects only your current view; it does not change data for other users.

Exporting Reports

You can export order data for reporting, auditing, or sharing.

  1. Click “Export” in the top-right corner of the report page.

  2. Choose your preferred file format.

  3. The report will download automatically to your computer.

The exported spreadsheet includes all order details currently visible on your dashboard, based on your selected filters and columns.

Caution: If filters are active, only the filtered data will be exported.

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