In Web Office, the Order History page reports on the associate’s orders. You can modify the data that appears on this report in Web Office Admin.
What We’ll Cover
This page is found under the Orders tab in the default navigation. If it doesn’t, then you can add it using the Site Navigation page in Web Office Admin.
The Web Office relative URL:
Finding the Page
In Web Office Admin, navigate to: Advanced Settings > Order History.
Adding KPI Data
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.
Select 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 the steps for each KPI.
You can delete data from the report by clicking the Trash icon.
When finished, click SAVE.
You can change the order of the columns by dragging and dropping the entry with the Dotted Box icon.
Viewing the Report in Web Office
You can see your Order History report in the Web Office Order History page.