Admin Order Report
The conditional options are a combinatorial filtering mechanism which means that choosing multiple conditions applies to the entire result set. If you select an order type and a company, the report will only return those orders which meet both criteria.
Conditions:
- Order ID: This condition searches for the existence of the criteria in the entire property. For example: ID = “1234”, Condition = “23” will return the Order with ID = “1234.”
- Order Type: The list of order types.
- Order Status: The list of order statuses.
- Company: The list of all buyer companies.
- User: If you select a company, the User condition will appear. To view the list of users for the selected company, click “load options…” Note only users that have placed orders will show up in this list.
- Subtotal On – Column: A list of display columns for which a subtotal can be calculated.
- Subtotal On – Time: A list of time periods for which a subtotal can be calculated.
- Date Range: Based on the order submit date.
- Time Span: A list of set date ranges.
"Display Columns" is a list of all columns that comprise the Product Report. The list is provided to allow for the narrowing of a report to show the desired columns of information. The list is multiple-selection enabled (hold the Ctrl key down as you select with your mouse). The Conditions criteria will still apply if the column is not selected for display.
The Preview button returns the result of the report to a tabled grid in the lower portion of the page. It is intended for a quick inspection of report accuracy.
The Download button returns the result of the report in a comma delimited format (csv) which is fully supported in Microsoft Excel, as well as all other major spreadsheet applications. You will be prompted by your browser to save or open the file. The file is always named by the default value of "Report.csv." Once saved to your local computer, your spreadsheet program should open the file normally with each column separated as intended. If the file does not delimit by the comma, consult your software's documentation regarding the use of comma delimited files.
The Save button stores the entire Conditions and Display Columns selection, along with the provided Report Name, to your Saved Reports list.
The Cancel button reverses all of your selected properties and returns you to the Saved Reports list.