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How to use Filter options in Webgility Dashboard

This article guides Webgility Desktop users on utilizing filter options available under Dashboard. This application of these various filters on Dashboard allows users to generate various reports like Sales, Margin, Liability, Top 10 Products, Regional Sales, etc. Application of filters in other tabs like New Orders, Posted Orders, Archived, etc helps users in sorting order on the basis of various data related to order. These filters make it easier to locate specific transactions, streamline workflows, and improve order management within Webgility Desktop.

Webgility Desktop Dashboard Filter:

  • Date Filter: The date filter helps you filter the orders for a specific date range.

Example: 

If you need to know how many orders have been downloaded in Webgility Desktop in the last 30 days, then you can go Home and then navigate to New Orders, and select Last 30 Days

  • Filter Tab: Will give the user to select which orders to show in the Dashboard, open, closed, cancelled etc.

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New Orders Tab Filters:

Webgility Desktop provides flexible filtering tools to help you locate and manage orders efficiently. The Filter button, located in the upper-right corner of the Orders tab, activates additional filter tabs on the upper-left side of the window.

Key Note:

Stores, Store Types, Order Types, and 3rd Party Apps filters are only available for orders downloaded after the 9.8.4 release (November 6, 2024).

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Available Filter Tabs:

1. Destination

Use this tab to filter orders by location type:

  • Domestic Orders

  • International Orders

2. Filter Dropdown

This dropdown allows filtering based on order status and type, including:

  • Paid or Unpaid orders

  • Shipped or Unshipped orders

  • Taxable or Non-Taxable orders

  • Dropship orders

  • Refunds (with options to narrow down to Posted or Unposted)

3. Additional

Use this tab for advanced search options. You can filter by:

  • Order Number or Purchase Order (PO) Number

  • Customer Name

  • Specific Product(s)

  • Payment Method

  • Order Amount

4. Store.
  • If multiple stores or locations are connected with your Sales Channel in Webgility Desktop we have the filter to sort orders based on store.

5. Store Type.

  • Standard Retail Store

    • A typical DTC (Direct-to-Consumer) online store.

    • Sells products directly to customers via the Shopify storefront.

  • Wholesale/B2B Store

    • A private or restricted-access store built for wholesale or B2B customers.

    • May involve custom pricing, volume discounts, or password-protected access.

  • POS (Point of Sale) Store

    • Uses Shopify POS to sell in physical retail locations.

    • Orders may originate from in-person transactions.

6. Order Type.

  • Online Orders

  • Draft Orders

  • POS Orders

  • App Orders / Third-Party Orders

7. Third Party Apps.

  • Amazon (via CedCommerce, Codisto, Amazon by Shopify)

  • Facebook / Meta

  • Instagram

  • TikTok Shop

Filter options for Amazon sales channel:

If you have the Amazon integrated with Webgility Desktop application, then you can use the filter options to search Amazon orders in Webgility Desktop based on many criteria such as fulfillment channel (FBA, merchant orders), sales channels (Amazon US, Canada, Mexico).

AMZ Filters

Filter options for Shopify Payout orders:

If your Shopify store is integrated with Webgility Desktop and you need to filter orders linked to a specific Shopify payout, simply use the Filter option in the Orders tab. From there, go to the Additional dropdown, select Payout ID, and enter the relevant Shopify payout ID. This will display all the orders associated with that particular payout.

Payout ID filter