This allows you to have a report or Excel sheet that contains all the orders you got through Zyda, and you can choose to filter the orders.
User Authority to export the orders report:
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Owner ✅
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Manager ✅
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Operator ✅
To export orders report, follow the steps below:
1- Go to [Orders] tab
2- Select whether you need a report of the [Current Orders] or [Past Orders]
3- Filter the orders you want and click [Apply] to get a report of the data you need
Filtering Options
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Filter by [Payment]: Use this option to filter orders based on a specific payment method [Cash - KNET - Credit Card - Apply Pay]
- Filter by [Date]: Use this option to filter orders based on a specific date range
- Filter by [Zone]: Use this option to filter orders based on a specific area or zone
- Filter by [Type]: Use this option to filter orders based on Delivery or Pickup
- Filter by [Source]: Use this option to filter orders based on a specific source [Dyma - Website - Your application with Zyda - Manual Order]
- Filter by [Status]: Use this option to filter orders based on a specific status, such as [Pending - Accepted -Ready - Dispatched - Completed - Canceled]
- Filter by [Driver Name]: Use this option to filter orders based on a specific driver
Notes: If you don't apply any filters, you will receive the sheet with all orders.
4- Click on [Export] at the top right of the dashboard after you apply the filter
5- You will get a pop-up notification to confirm if you want to receive only the [Filtered Orders]
6- You can also get a report of the products related to those orders by marking ✅ [Include the products’ details in the exported sheet]
7- Click [Export] and you will receive the exported report on your registered email.
To watch a short video of how to export orders report