Filtering and Exporting Reports

Filtering Report Data

If you need to review historical reports and compare them using filtered criteria, you can do so on the Orders Reporting page under the Reporting tab of the Gear icon. 

Note: In order to filter and view reports, you will need to have the "View Reports" permissions. "View All Reports for Other Users" is an optional permission. 

After you click on the gear, click on the Reporting tab and then Orders Reporting sub-menu (if not already selected):

There are a variety of filters you can apply to generate and view reports. The list of filters that can be selected are:

• Products
• Stage
• Flagged
• Flagged Products
• Ordered By
• File Owner
• Ordered Via
• Order Method
• Invitation Method
• Position
• Package
• Cost Code
• Batch Order

Additionally, if your account has sub-accounts you can also filter to a specific sub-account or allow all accounts in your organization to be selected in the reporting.

Exporting Report Results

If you would like to export report information to save to your computer, you can do so by selecting the files you would like to export and clicking the Export CSV button:

 Or click the Reset Filters button to clear the filters without having to refresh the page.

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