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Download Order History SummaryDownload Order History DetailsOrder FiltersMethodStatusDate
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Dashboard: Orders & Reporting

Download Order History & Stats

Edited

Download the information from your past orders including QR scans for reporting purposes.

You can download order history and reports at the upper right of the dashboard:

Download Order History Summary

This download option is useful for Accounting/High-Level analytics. This report will show the total number of QR scans per order.

  • Downloads only summary information including:

    • Order ID, Subaccount ID

    • Type, Size, Message

    • Method

    • Status

    • QR URL

    • Total Nr. Recipients

    • Total Cost

    • Total Nr. QR Scans

    • Individual Statuses

    • Created Date

Download Order History Details

This download option is useful for troubleshooting or analysis. This report will show who scanned what QR code.

  • Downloads each individual recipient's data including:

    • Recipient info (Name, Address, City, St, Zip/Postal, Country, Email, Phone, Custom1/2)

    • Individual Recipient Nr. QR Code scans

    • Message

    • Order ID

    • Type, Size

    • Method

    • SubAccount ID

Order Filters

When choosing to download Order History, you can set the following filters:

Method

API

Orders specifically sent via API. (Visit thanks.io/api for more info.)

Campaigns

Orders automatically sent by thanks.io via 'Campaigns.' (Click Campaigns in thanks.io on the left.)

Card Builder

Orders sent when you click the big, orange 'Send Now' button at the top left.

Email

Postcards sent via emailing send@thanks.io.

Zapier

Orders triggered via Zapier from your favorite software or CRM.

Status

Reviewing

Initially, an order goes into 'Reviewing' which is the 1-Hour window allotted to you, the user, to review and have the opportunity to cancel before it's finalized, charged to your account, and sent to processing.

Processing

When an order is sent/submitted to the printer, it will be in processing. This status typically does not persist for long and is typically only noticeable on larger orders.

Fulfilled

Orders that were sent to the printer are Fulfilled.

Printed

Set once we receive notification from the printer that an order is printed or printing.

Shipped

After the printer has confirmed shipment or provided tracking info, an order is shipped and in transit.

Cancelled

If you cancel an order during the 'Reviewing' period, the orders final status is Cancelled and funds are returned to your credit balance.

Failed

Orders that have failed due to technical errors.

Date

Choose a range to filter. You can download up to 30 days of historical orders at a time.

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