Search, Filters & Export

1 min read

Narrow a long order list to exactly the rows you need — then take them with you.

Overview

Search matches order numbers and client names; filters stack on top of it. Once the list shows what you want, export it straight from the header as a spreadsheet.

Available Filters

ClientServiceAssigned memberTagsStatusDate range
Per page: the selector at the end of the filter row sets how many rows load at once — 15 by default.
Clear: resets search, every filter, and the active status tab in one click.
Bulk actions: filter first, then bulk-change status or bulk-delete the matching rows.

Exporting

Export orders & ratings in the header downloads the current result set immediately — choose Excel (.xlsx) or CSV (.csv) from the dropdown. Client satisfaction ratings come across in the same file.

Common Issues

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Export missing rows you expected? It follows the current filters and status tab — hit Clear first if you want the full list.