9 steps to complete
The Order History page, in Web Office, reports on the associate’s orders. You can modify the data that appears on this report in Web Office Admin. This guide will show you the steps involved in adding/editing KPI to the Order History report.
In Web Office Admin, navigate to: Advanced Settings > Volumes.
On the Volumes page, click the Order History section to expand it.
Scroll to the bottom and click the + button to add a new row.
In the new row, click the Key dropdown and select a KPI that will create a column of data on the report.
Click the checkbox to make the column sortable in the Web Office.
Enter the Display Name that will display as the column name on the report.
If your plan has a Stage environment and you would like to publish to Stage, click the Stage checkbox and then PUBLISH.
Repeat Steps 2-6 for each KPI.
You can delete data from the report by clicking the Trash icon.
When finished, click the SAVE button.
You can change the order of the columns by dragging and dropping the entry with the Dotted Box icon.
You can see your Order History report in the Web Office Order History page.
You now know how to add data to the Web Office Order History report using Web Office Admin.