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Create a Dashboard View

Learn how to create views to group orders based on your filters

A dashboard view allows you to group orders based on your filters.

For example, you can create a view for all your orders with pending status to speed up your fulfillment process and another view for orders with errors status to fix orders faster.

Multiple Filter Views

You can also create more complicated views to optimize your order fulfillment management.

For example, you can create a view that displays orders where multiple filters are applied:

  1. the shipping method is 7-11,

  2. has a customer comment,

  3. AND the order status is pending.

This view will be helpful to your customer support, so they won’t miss your customer comments before the order is fulfilled.

Interactive Step by Step Walkthrough

Follow these guides to learn how to:

  1. Create a View

  2. Update a View

  3. Delete a View

Click on "Start" to begin a step-by-step guide or click on "Open Large" at the right top corner to load the guide full screen.

1. Create a View

Follow these steps to create a new dashboard view to group Family Mart orders.

2. Update a View

Follow these steps to update a dashboard view.

3. Delete a View

Follow these steps to delete a dashboard view.

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