How to Review Orders

Quickly survey business performance by reviewing three sets of metrics. Upmind breaks down orders by:

• category type (e.g. Cancelled and Unpaid)
• number of open baskets
• fraud totals

Opening the Orders page

1. Go to the Upmind dashboard.
2. Click Orders on the left menu.

• Upmind displays an overview of order activity over the past 30 days

Viewing orders by category

Sort orders with a filter.

1. Click the Orders list menu tab.
2. Scroll down the list.
3. Click a Quick filters subheading.

Adding segments

Create a rule to sort and display data based on one or more variables.

1. Scroll down to the Order segments heading.
2. Click the Add button.
3. In the new window, add a filter title.
4. Select a segment on the drop-down menu.
5. Click Save.

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Note

Custom fields you create for the create account page or basket appear on this drop-down menu.

Reviewing open baskets

Click the Baskets link on the left menu. Upmind displays all the open baskets.

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Baskets

You can configure settings to decide when Upmind abandons a basket.

Reviewing fraud orders

1. Click the FraudMind link on the left menu. Upmind displays all flagged orders, clients, and invoices by FraudMind.
2. Click an order to review the information and take action, if required (e.g. change the fraud status).

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Note

You can adjust FraudMind thresholds.