Creating a Web Orders Search

To create a search that returns Web orders:

  1. Click Saved Searches > New to open a Saved Transaction Search page.
  2. Enter a descriptive Search Title.
  3. On the Criteria subtab in the Filter dropdown list:
    1. Select Type. In the popup, hold down the CTRL key to select the types of transactions you want to include in the report and click Set.
    2. Select Lead Source or Source. In the popup, select Web and click Set.
    3. Select Web Site. In the popup, select the name of a site and click Set.
  4. On the Results subtab, select the columns you want to display.
  5. Complete other subtabs as needed.
  6. Save the search

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