Viewing and Exporting Sales Rep Data

Viewing Sales Reps on the Order List

In Orders > Orders List, using the gear icon, search for and add the "Sales Reps" column.

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Filtering Orders by Sales Reps

Using the "Advanced" menu next to the Order Search bar, enter "Sales Reps" to filter orders by Sales Reps.

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Exporting Orders with Sales Reps

Select the orders you would like to export, then using Bulk Actions > Export select "Export Full Order Data".

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Sales Rep information will appear in the first few columns of the exported CSV file.

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