How do I view orders?

The Manage Orders page (Orders->Manage Orders) is the best page to view and manage your orders. You can search for orders by several criteria. For more details, refer to the How do I use Manage Orders page?

To view printable reports, navigate to Reports->Reports. The Orders section of the Reports page contains three reports for viewing orders:

• By Individual — Orders grouped by user.
• By Vendor — Orders grouped by vendor.
• Detailed — Full details (amount sold, user credit, organization credit, unfilled amount) for every gift card in every order.

Click the report name to open it. The report updates automatically as you change the filters at the top of the page. Each report toolbar provides a Search... box to filter the displayed results, a print icon to print the report, a download icon with a drop down to export to CSV or PDF, and a Columns drop down to show or hide columns.

Orders By Individual

This report shows orders grouped by user based on the criteria selected.

1. Select the user from the User drop down list, or All to include every user.
2. Select the order status from the Status drop down list.
3. Select the date range. Check the Non-Scheduled Order Date Range box and/or the Scheduled Order Date Range box, then select the From and To dates for each enabled range.

Orders By Vendor

This report shows orders grouped by vendor based on the criteria selected.

1. Select the vendor from the Vendor drop down list, or All to include every vendor.
2. Select the date range. Check the Non-Scheduled Order Date Range box and/or the Scheduled Order Date Range box, then select the From and To dates for each enabled range.

Orders Detailed

This report shows the full details (amount sold, user credit, organization credit, unfilled amount) of every gift card for all orders based on the criteria selected.

1. Select the user from the User drop down list, or All to include every user.
2. Select the gift card from the Gift Card drop down list.
3. Select the date range. Check the Non-Scheduled Order Date Range box and/or the Scheduled Order Date Range box, then select the From and To dates for each enabled range.