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How Do I Search for an Order?

Overview

This article explains how to locate a customer's order record.

To look up a customer's transaction record, click the Activity menu in the Dashboard. Then, use the Search Orders and Subscriptions field to find the order.

The Activity menu consists of three tabs: EventsOrders, and Subscriptions. The Events tab is selected by default.

Each of the three tabs includes the Search Orders and Subscriptions field at the top of the page.

This field works the same way, regardless of which tab is selected. You can search for orders and subscriptions using any of the following criteria:

  • An exact order reference number (e.g., YES200311-7119-41114)
  • An order ID (e.g., QHfTm0AOQlWgx-Bt-C9ViA)
  • A subscription ID (e.g., cFJUR4PdSMCxkfFncrWQIF)
  • A customer's full  email addresslast name, or company name
  • The first 4 (or more) letters of the customer's last name or company name followed by an asterisk (e.g., if you are not sure whether it is spelled Anderson or Andersen, you could use Ande*)
  • A customer's email domain name, beginning with the @ symbol (e.g., @acme.net)
  • The last 4 digits of a credit card number

The field is case-insensitive. Enter the value you want to search for and press Enter/Return. By default, Dashboard searches all records for the past 90 days. If you need to search all history, select the checkbox labeled Check to search all history on the search results page.Then, click SEARCH to try the search again for all history. Click any record in the search results to view the details of that item.

 

Filtering the Activity Displayed

Although you cannot filter your search results, you can use the built-in filters to narrow down the scope of the activity that appears by default. This may be helpful in identifying transactions that you cannot find via the Search Orders and Subscriptions field. There are a few different filters that you can apply:

 

Live and Test

You can click this drop-down selector to filter the type of activity you want to see: Live orders and subscriptions, Test orders and subscriptions, or both. The default value is Live and Test, so the search results include both types of activity unless you click the drop-down and choose another option.

 

Any Product

You can click this drop-down selector and filter the activity displayed to include only the product(s), bundle(s), or subscription(s) you want to see. Items that have been deleted are included since you might still need to know about those transactions in the future. The default value is to display activity for all products, bundles, and subscriptions, except on the Subscriptions tab, where only subscription-based products appear in the filter list.

The Search field at the top of the product filter lets you limit the products shown in the filter drop-down. Click the field and enter part or all of the product ID (not the display name) of the products you want to include in the list.

Select the checkbox next to each product you want to be included in the list of activity. Then, click anywhere to the left or right of the activity list to apply the product filter. The page reloads with only activity for the selected product(s) displayed.

 

Date Selector

The date selector filter has a different date range selected by default, depending on which tab is selected. This field lets you filter the activity shown by date.

Select one of the pre-defined time frames, or click Custom..., select the desired date range from the convenient calendar, and click APPLY.

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