> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Review Orders

> Review orders and quickly survey e-commerce transaction activity. Check unpaid invoices, review open baskets, and more.

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.

<Frame caption="Dashboard > Orders">
  <img src="https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/dbe7ed673121b8c1.png?fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=ea88b010edc64a6a5c7d4ee8c0ff47a5" alt="Dashboard > Orders" className="mx-auto" style={{ width:"63%" }} data-og-width="576" width="576" data-og-height="1080" height="1080" data-path="images/fb/dbe7ed673121b8c1.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/dbe7ed673121b8c1.png?w=280&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=c0293907e4aab82f4ce5933209999ced 280w, https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/dbe7ed673121b8c1.png?w=560&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=b78f8f0662c32994c4d42fee80d13718 560w, https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/dbe7ed673121b8c1.png?w=840&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=f5b98debcfbac91cf74cacada61883b5 840w, https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/dbe7ed673121b8c1.png?w=1100&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=ccfcbdec330262c94ccf47476886ef5d 1100w, https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/dbe7ed673121b8c1.png?w=1650&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=af1803559192c11ff5e97e5b19e3c81d 1650w, https://mintcdn.com/upmind/VnCXiz5rboywDnvn/images/fb/dbe7ed673121b8c1.png?w=2500&fit=max&auto=format&n=VnCXiz5rboywDnvn&q=85&s=2637d6c67df598e86f665ceca527430c 2500w" />
</Frame>

## 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.

<Frame caption="Choose a filter">
  <img src="https://mintcdn.com/upmind/FQ1NhxALxjSHvvWW/images/fb/ad06cbc8b0a295fc.png?fit=max&auto=format&n=FQ1NhxALxjSHvvWW&q=85&s=5aa62eac75fc5ac636f457b3652e5ba2" alt="Choose a filter" className="mx-auto" style={{ width:"58%" }} width="682" height="1382" data-path="images/fb/ad06cbc8b0a295fc.png" />
</Frame>

## 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.

<Frame caption="Click add">
  <img src="https://mintcdn.com/upmind/Lh8hC132BWHpvRbz/images/fb/4edf4e7048eb1888.png?fit=max&auto=format&n=Lh8hC132BWHpvRbz&q=85&s=4e955cbc90f30611f4989b9798ada869" alt="Click add" className="mx-auto" style={{ width:"57%" }} width="668" height="1110" data-path="images/fb/4edf4e7048eb1888.png" />
</Frame>

3. In the new window, add a filter title.
4. Select a segment on the drop-down menu.
5. Click **Save**.

<Note>
  Custom fields you create for the [create account page](/using-upmind/client-management/how-to-add-client-custom-fields) or [basket](https://docs.upmind.com/setup-and-configuration/orders-services/how-to-manage-the-basket) appear on this drop-down menu.
</Note>

<Frame caption="Segments on the drop-down menu">
  <img src="https://mintcdn.com/upmind/1-uICsJi9zYpvJVH/images/fb/8cdc055362f60fd9.png?fit=max&auto=format&n=1-uICsJi9zYpvJVH&q=85&s=9f2cf326a812e9d886cdd02cc17758f5" alt="Segments on the drop-down menu" className="mx-auto" style={{ width:"93%" }} width="1568" height="1596" data-path="images/fb/8cdc055362f60fd9.png" />
</Frame>

## Reviewing open baskets

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

<Frame caption="Displays all the open baskets">
  <img src="https://mintcdn.com/upmind/z5ofg3t7by4uN44v/images/fb/f4342c8b3ec67829.png?fit=max&auto=format&n=z5ofg3t7by4uN44v&q=85&s=67e0b0dcc308470c449b768d58b0c292" alt="Displays all the open baskets" className="mx-auto" style={{ width:"98%" }} width="2806" height="926" data-path="images/fb/f4342c8b3ec67829.png" />
</Frame>

<Warning>
  You can configure settings to decide when Upmind [abandons a basket](/setup-and-configuration/orders-services/how-to-manage-the-basket).
</Warning>

## 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).

<Frame caption="Icons highlight suspicious orders">
  <img src="https://mintcdn.com/upmind/Lh8hC132BWHpvRbz/images/fb/4770667519f32b37.png?fit=max&auto=format&n=Lh8hC132BWHpvRbz&q=85&s=1ec5a21188a14793cf83455dc39a7fe9" alt="Icons highlight suspicious orders" className="mx-auto" style={{ width:"99%" }} width="2802" height="904" data-path="images/fb/4770667519f32b37.png" />
</Frame>

<Note>
  You can adjust [FraudMind thresholds](/setup-and-configuration/orders-services/fraudmindtm-fraud-prevention-and-security).
</Note>
