New Report Filters – Orders

We have added new filters to the orders report:

• Customer Source: Allows filtering orders based on the customer's acquisition channel (e.g., referral, online campaign, etc.).
• Opportunity Tag: Displays orders originating from an opportunity that contains the selected tag.
• Quote Tag: Displays orders generated from a quote containing that tag.
• Order Tag: Filters orders that have a specific tag associated directly.

Step-by-step user guide:

1. Navigate in the side menu to the Reports > Orders section.
2. To activate the new filters in your interface, click on the Filters icon (funnel symbol), located in the top-right part of the screen.
3. From the displayed list, check the boxes corresponding to the new filters you wish to use: Customer Source, Opportunity Tag, Quote Tag and Order Tag.
4. Click the "Save" button to confirm the selection.
5. The new filters will now be visible in the filter bar, and you can use them immediately to segment and analyze orders.