Filters on Order Search

Filtering Orders

When viewing orders, there are several methods of filtering the results so that only the most relevant are displayed. The filters can be combined to really narrow the scope of the data you are trying to see. Additionally, you can bookmark each page on the admin, including filters to revisit and use as a template.

How to Filter Orders

To view the orders page, use the navigation pane and click Orders.

Once on the page, click Filters.

Start by selecting a filter criteria from the Filter dropdown. Definitions are as follows:

Filter Name	Definition
Status	The last recorded status of the order, i.e. TransmissionSuccessful
Number	The order number the customer receives at checkout
Date Placed	The date that the order was entered on the storefront
Fulfillment Date	The date that the order was set to be fulfilled
Customer Name	Customer's full name
First Name	Customer's first name
Last Name	Customer's last name
Email	Customer's email
Phone	Customer's phone number
Restaurant Name	The name of the restaurant
Restaurant ID	The GUID for the restaurant, found as part of the URL when viewing the restaurant on the admin
Store Number	The numeric Store Number. Can be found in Restaurants-->Basic Info
Fulfillment	Method for fulfillment. Delivery, pickup, etc.
Menu Type	Catering or ToGo
Total	Final total of the order with tax
Discount	Order discount amount
Tip	Tip amount
Order ID	The GUID for the order, found as part of the URL when viewing the order details on the admin
Cart ID	The GUID for the cart used to place the order, found on the order details page in the admin
Order Method	Method by which the order was placed (Desktop, Mobile Web, Marketplace, Call Center)
Origin	Origin of the order (DoorDash, UberEats, etc)
ASAP	True/False value. Was the order ASAP fulfillment?

Next, select an Operator from the dropdown. Each Filter has corresponding operators. Operators are defined as follows:

Operator Name	Definition	Use
Contains	Will return results that have all or part of the value.	Enter characters, such as a name or other identifier.
Does Not Contain	Will return results that Don't have all or part of the value.	Enter characters, such as a name or other identifier.
Starts With	Returns results that start with the value.	Enter characters, such as the beginning of a name or other identifier.
Equals	Returns only an exact match for the value.	Enter a numeric value.
Does Not Equal	Returns only results which do not match the value.	Enter a numeric value.
In	Returns matches for the value dropdown.	Make a selection or selections from the checkboxes in the dropdown.
Contains All	Will return results that have all of the value.	Enter characters, such as a name or other identifier.
Contains Some	Will return results that have some of the value.	Enter characters, such as a name or other identifier.
Less Than	Returns results less than the value.	Enter a date, time, or numeric value
Greater Than	Returns results greater than the value.	Enter a date, time, or numeric value
Less Than or Equal	Returns results less than or equal to the value.	Enter a date, time, or numeric value
Greater Than or Equal	Returns results greater than or equal to the value.	Enter a date, time, or numeric value

Lastly, enter or select a Value. This will correspond to the Filter and Operator chosen.

More than one filter can be applied at one time.

When finished click Apply.

Examples

Order Number

1. Select the Number Filter.
2. Select the Equals Operator.
3. Enter the order number in the Value field.
4. Click Apply.
5. View Results.
    

Order Placed Date Range

This example will return all orders placed by customers from 1/1/2025 to 1/7/2025:

1. Select the Date Placed Filter.
2. Select the Greater Than or Equals Operator.
3. Pick a date and enter a time in the Value field. This should be the first relevant date in the range.
4. Click Add Filter.
5. Select the Date Placed Filter.
6. Select the Less Than Operator.
7. Pick a date and enter a time in the Value field.
8. Click Apply.
   

See also: Fulfillment Date Range

Bookmark

Each page is able to be bookmarked in the admin site, including filtered lists. Bookmark the page after you're done applying the filters and you can use it as a template going forward. You'll have to update the detailed information (dates, order number, etc.) to get results for different data set, but the filter structure will be present as a template to use.