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.


Exporting Orders with Sales Reps

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


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