Orders and Statuses Reports

The Orders and Statuses tabs show how many orders came in, how many were completed and where they are now.

Overview

This guide covers the Orders and Statuses tabs, including Assigned Orders.

Who Can Access

Team members see both tabs with View Orders (all), Assign Orders, Edit Orders or Export orders & ratings.

Orders

• Cards: Total Orders created in the period, Services that got orders, and Avg per Service.
• Orders Trend (Last 6 Months): orders created each month.
• Orders by Service and Completed Orders by Service: orders completed in the period.

Statuses

• Order Status Distribution: the share of orders in each status.
• Status Breakdown: click a status to see its orders, with client, service, price and date. Prices show as Hidden without View Order Amount.
• Orders by Status: the same counts as a chart.

Assigned Orders

Each team member’s orders by status: Pending, Submitted, Working, Complete and Canceled. Click a number to see those orders. It needs Assign Orders or View Orders (all).

Frequently Asked Questions