Reporting and Filtering of Order Reports

If you need to sort your orders, you can do so from the Verified First Portal tab. Once on the tab, click the gear icon at the upper right of the window.

From here, click the "Reporting" tab followed by the "Orders Reporting" sub-menu. You may now filter your reports to generate the data you're looking for. You can narrow your results by any of the following options:

• Date (time range)
• Products (files with any of the products selected will be returned - or selecting "selected only" will return files that only contain that product)
• Stage (file status)
• Flagged (yes or no)
• Flagged Products 
• Ordered By (user who placed order)
• File Owner (user who owns order)
• Ordered Via (method by which order was placed - desktop, Chrome extension, etc.)
• Order Method (direct order or applicant invite)
• Invitation Method (Email or SMS)
• Full Hierarchy (for accounts that have children accounts associated)
• Position (which position was used to place the order)
• Package (which package was used to place the order)
• Cost Code 1-4 (which cost codes were associated with an order)
• Batch Order (yes or no)

If you have any further questions, or need a product enabled on your account, 
please contact Verified First Client Services for assistance.

Call 844-709-2708 or email ClientServices@VerifiedFirst.com