How to Manage Reports Orders in Reports Management on EasyPages.io

Understanding how to manage report orders in EasyPages.io is essential for keeping track of your consultations and services. This guide will provide a step-by-step overview of how to navigate the "Report Orders" section, filter the list, view order details, and utilize available actions for better management.

Step 1: Navigate to the Orders Section

1. Access Reports Management: Log into EasyPages.io, and on the left sidebar, click on "Reports Management" under "Sales."

2. Select Orders: Choose the "Orders" tab to view a list of all report orders

Step 2: Reviewing Report Orders

1. Report Orders Table: The table displays order details including Order ID, Customer Name, Email, Report Type, Payment Status, Status, Amount Charged, Report Link, and Order Date.

2. Order Status Options:

   1. Payment Pending: The order is awaiting payment.

   2. Report Delivered: The report has been successfully delivered to the customer.

   3. Delivery Pending: The report is yet to be delivered.

   4. Failed to Generate: The report generation process encountered an issue.

   5. Payment Failed: The payment for the order did not go through.

3. Payment Status Options:

   1. Pending: Payment has not been made.

   2. Paid: Payment has been successfully completed.

   3. Failed: Payment attempt failed.

   4. Refunded: Payment was returned to the customer.

Step 3: Using Filters

1. Click on the Filters Button: Located on the top right corner of the Orders section.

2. Filter by Report Type: Choose from various report types (e.g., "Kundali PDF - Prakash," "Government Job Report") to narrow down the list.

3. Order Date: Filter orders by time range (Last 7, 15, 30, or 45 days) or set a custom date range.

4. Payment Status: Select options such as "Paid," "Pending," "Failed," or "Refunded" to filter orders by payment status.

5. Customer Name: Search for specific customers to find related orders.

Step 4: Viewing Order Details

1. Select View Details: Click on the three-dot menu in the "Action" column and choose "View Details."

2. Order Details Page: Displays detailed order information including Order ID, Purchase Date, Payment Status, Report Delivery, Report Link, Customer Details, and more.

3. Action Buttons: Utilize options such as "View Report," "Resend Email Confirmation," "Issue Refund," "Add Notes," or "Recheck Payment."

Conclusion

Efficiently managing report orders in EasyPages.io helps streamline your consultation business operations. By utilizing filters and taking advantage of the detailed order view, you can keep track of payments, report statuses, and customer information with ease. This ensures a smooth service delivery process and helps maintain accurate records for future reference.