Filtered/Consolidated Order View & Export

Completed

Right now, our order exports are exporting all orders within a date range, which is great

We need to download these reports and send them to our clients, who will use them for to report on usage & billing chargeback amounts

What we need is a consolidated order database that reports on totals over a set period of time, as opposed to everything broken down in each line

For example, database columns (with examples in parenthesis) include:

Loan Officer (Shamanth S)

Order Total (10)

Price total (a sum total of all orders' Price property)

Chargeback total (a sum total of all orders' β€œchargeback amount” property)

This view is available by default to Super Admins & Admins

Also available to users, but their role has to allow access to the view, similar to the dashboard checkbox:

If an organization chooses to have their Loan Officers view it, it will only expose their data, not other loan officers'

1 year ago

Activity
Ray changed status to Completed

1 year ago

changed status to Now available

1 year ago

Categories
Feature