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Customizing Your Order Dashboard

This article explains how Webgility Online users can customize the Order Dashboard in Webgility Online to gain deeper insights into their order data. It outlines how users can add, remove, and manage data columns—such as store type, business type, payment method, and payment gateway—to personalize their dashboard view. The article also clarifies the difference between payment method (received from the online store) and payment gateway (connected to Webgility Online for fee collection). Additionally, it guides users through applying these display changes either to a specific store or across all connected stores for consistent visibility and reporting.

Overview:

You can now get deeper insights into your order-related data with the newly added data columns and filters in Webgility online. Along with the default data columns which include store type, business type, payment method, payment gateway, etc. you can also add more columns to it.

Note: The payment method is what we get from the online store along with the order and the payment gateway is a gateway that you connect to Webgility online to collect fees.

Steps to add more data columns in the Order display:

  • In Webgility Online navigate to the Orders section under Sales.

  • Click on the three dots to get the list of available data columns that can be added.

  • Select the data column that you want to be displayed and click on done.

 

  • Now click on the Apply changes button after confirming the changes on all the stores or only on this store.

  • If you want to remove the selected display column, click on the three dots, uncheck the column, and save the changes by clicking on Done and applying changes.