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' βchargeback amountβ 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
1 year ago