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How to View Orders Using the Order History Table
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Dashboard > How to View Orders Using the Order History Table

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How to View Orders using the Order History Table

Order History is a overview of previous order totals organized by Shipping type, based on the Date Range selected.

Note - the Outstanding Orders table does not automatically update, click Refresh button to update.

 

 

Step 1

From the Dashboard menu, select View Dashboard

Step 2

Opens on Outstanding Orders/Order History, select Agency from drop down list

 

 

 

Step 3

Select a Date Range to view orders with those dates

 

 

Note

Clicking in the Select a Date Date Range field allows users to search for orders based an several criteria including:

  • Today
  • Yesterday
  • Past 30 Days
  • Current Month
  • Previous Month 
  • Past 12 months
  • Year to Date
  • All Dates
  • Today

  

Selecting Specific Date, All Dates Before and All Dates After displays calendar to select date. Click Done after selecting date(s).


 

Selecting Date Range displays a calendar to set Start and End dates to search. Click Done after selecting date(s).

 

Step 4

Select the orders to view based on selected criteria (shipping) and click the hyperlink

 

 

Step 5

Orders display in the search results grid

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