The Order Notes report lists notes created for orders. Filter the results by event, order, supplier, date, keyword, visibility, or who created the note.
Description
Use the Order Notes report to review notes associated with orders. You can filter by when notes were created or modified, whether they are visible to customers or internal only, and whether they were added by a customer or someone in Admin.
Report Example
Available Filters
Use the following filters to choose which order notes appear and how they are organized.
| Field Name | Available Values | Default |
|---|---|---|
| Supplier | All active suppliers in the store | All |
| Note Created Start | Any date | 1/1/2010 |
| Note Created End | Any date | Today |
| Note Modified Start | Any date | Blank |
| Note Modified End | Any date | Today |
| Event | All events in the store or no event filter | All |
| Order # | An individual order or all orders | All orders |
| Keywords | All keywords defined for notes | All |
| Note Visibility | Visible To All Internal Only |
Visible To All |
| Note Origination | Either Side Customer Internal |
Either Side |
| Group By | Event None |
Event |
| Sort By | Customer Booth Number |
Customer |
| Suppliers | All suppliers | Not specified |
Filter Details
Supplier: Selects from the active suppliers in the store. All suppliers are included by default.
Note Created Start and Note Created End: Set the date range for when notes were created. The default range begins on January 1, 2010 and ends today.
Note Modified Start and Note Modified End: Set the date range for when notes were modified. The start date is blank by default, and the end date is today.
Event: Filters notes by event. You can choose an event or use no event filter to include all events. All events are included by default.
Order #: Selects an individual order or all orders. All orders are included by default; this is shown as “Null” in the checkbox.
Keywords: Filters notes by keywords defined for notes. All keywords are included by default.
Note Visibility: Filters notes by whether they are visible to customers on the Storefront or marked internal only. Visible To All is selected by default.
Note Origination: Filters notes by who created them. Choose Customer, Internal, or Either Side. Either Side is selected by default.
Group By: Determines whether notes are grouped by event. Event is selected by default.
Sort By: Determines whether results are sorted by customer or booth number. Customer is selected by default.
Suppliers: Filters the orders in the report to those that involve the selected suppliers. Suppliers are not associated with notes directly.
Sample Report
Open the Notes in Orders PDF to see an example of the completed report.