Reporting: Order Confirmation

Welcome to Order Confirmation Reports in Flows by Enreach. 

Here you can view reports for all of your Order Confirmations, including how many have been sent and signed.

To access Order Confirmation Reports, expand the side menu, click  Reporting, then click Order Confirmation. 

In the navigation page, begin building your report with the filters:

• Order Confirmation: Choose an existing Order Confirmation from the drop-down menu to view a report on. 
• Status: Select the Order Confirmation statuses to filter the Order Confirmation by. Choose between Signed, Expired, Declined, and Waiting. 
• Date: Use the date picker to choose either a custom or preconfigured date range for your Order Confirmation Report. 

Click  Search to apply the filters and view the Order Confirmation Report. 

Your Order Confirmation Report will automatically generate. 

In the first part of the Report you will see the number of Order Confirmations in each status. 

Below that is each Lead that has been sent an Order Confirmation, including the status of the Order Confirmation.

Click on the Lead's name to be taken to their Order Confirmation.

Here you can view the Order Confirmation Timeline and LifeCycle, and resend any communications to the Lead. Read more about Order Confirmations here. 

To resend an Order Confirmation, click the cog icon to the right of the Lead, and click Resend.

To resend Order Confirmations to multiple Leads, check the boxes of the Lead and click Resend.