Order filters

How to filter orders

Dominica Meyer avatar
Written by Dominica Meyer
Updated over a week ago

To help manage your orders, use the filters to create a customised orders list. You may want to view only your orders that are pending approval or you may want to view all the orders for a group of customers, for example. The filters you create are only visible to you and will be saved until you change or remove them. 

You can filter orders by three categories:

  1. Order status

  2. Internal assignee

  3. Organisation (counterparty)

To create a new filter, click the filter icon, located at the top of any orders list, select the required filter and click Apply.

To update an existing filter, click on the applied filter, update your selection and click Apply

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