Order Tracking

How to track orders on the Order Tracking page

The primary goal of the "Order Tracking" Report is to offer detailed insights to both Senders and Customers regarding their orders. This report can only be accessed through the customer's booking portal, providing valuable information about order statuses and progress.

How to find Order Tracking

Once logged into the customer booking portal, in the top right select the drop-down, and select Order Tracking.

Alternatively can be found at the following URL - https://[slug].book.yojee.com/order-tracking

Filtering

The order tracking report can be filtered in the following ways:

Creation Date

To filter orders by creation date, simply select the "Creation Date" dropdown menu. From there, you can choose the specific date range or time frame you want to filter the orders by.

Item Status

Select the order statuses you wish to view in the report:

• On Going: Order tasks are currently in progress (not completed or cancelled).
• Completed: Order tasks have been successfully completed.
• Cancelled: Orders that have been cancelled.

Reference Number

Choose the reference field and input a reference number to narrow down the search for specific orders.

 

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Rearrange, Manage and Save Columns

Columns can be rearranged by clicking and dragging the column to the desired position.

To manage the displayed columns, select the  icon, this will present a list of all columns available. Here you can search and select specific or all columns to view.

To save a specific view for future reference, select Save selection as preset. 

The Preset tab shows quick views including any saved Personal presets.

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Export 

Displayed reports can quickly and easily be exported by selecting the export button in the top right then selecting Generate report.

After selecting the format (XLSX or CSV), click on Generate to initiate the report generation process. You will know that the report is being generated when you see a spinning icon (as below).

Once the report is complete, it will automatically be downloaded for your convenience. Additionally, you will have the ability to review, delete, and download any previously created reports by simply selecting the export button again.