You can apply filters to reports before downloading, allowing you to tailor the data to your needs.
After selecting Generate Report (from the Orders section in the dashboard), you can set specific Start and End Dates for your report.
Within the Order Summary, filtering options are more robust. Alongside setting date ranges, you can adjust the Order By criteria, arrange Row Orders, and choose which VAT fields to display.
For even greater customisation, you have the flexibility to refine output fields in detail to match your requirements.
You can also exclude orders by status—such as pending, accepted, or fulfilled—ensuring you only view the orders relevant to your search.
When you’re ready to export, reports can be downloaded as either CSV or XLSX files based on your preferred format. Simply click Export to get your report.
