Configuring the Web Office Order History Report

Learning Experience Team

July 24, 2020 23:03

Admin: Web Office Admin
Page: Advanced Settings > Order History
URL: [CLIENTID].admin.directscale.com/#/OrderHistory
Permission: Setup Volumes

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.

You can find the Order History page under the Orders tab in the default Web Office navigation. If it doesn’t, you can add it using the Site Navigation page in Web Office Admin.

The Web Office relative URL: /OrderHistory.

Adding KPI Data

Click the ADD ORDER button to add a new row.
In the new row, click the Key drop-down and select a KPI to create a column of data on the report.

You define Key values in your compensation plan. Learn more about Creating KPIs.
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.
Click SAVE.

You can change the columns' order by dragging and dropping the entry with the icon.

Viewing the Report in Web Office

You can see your Order History report on the Web Office Order History page.

[CLIENTID].office2.directscale.com/app.html#/OrderHistory