Creating a Web Orders Search
You can create a saved search that distinguishes orders placed through your website from other orders by using a filter field of Lead Source or Source on a transaction search.
If you have multiple sites, you can add a filter of website name to determine which orders were placed at each of your sites.
To create a search that returns Web orders:
-
Click Saved Searches > New to open a Saved Transaction Search page.
-
Enter a descriptive Search Title.
-
On the Criteria subtab in the Filter dropdown list:
-
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.
-
Select Lead Source or Source. In the popup, select Web and click Set.
-
Select Web Site. In the popup, select the name of a site and click Set.
-
-
On the Results subtab, select the columns you want to display.
-
Complete other subtabs as needed.
-
Save the search.