Filter orders and save views

Filters help you see only the orders you need to work on, for example today's pending orders. Save a filter as a view to reopen it with one click.

A saved view keeps the filter, the sort order and the columns you chose. Only you can see your own views.

Choose a built-in view

1. Go to Orders.
2. Click the view name at the start of the search box. The default is All orders.
3. Under Default views, choose Pending, Processing, Completed or Cancelled.

Find an order

1. Click the Search and filter field.
2. Type an order number, customer name, email or product name.
3. Press Enter.

Add a filter

1. Click the Search and filter field.
2. Choose a field from the list that appears: Status, Fulfillment, Shipping, Payment or Created.
3. Tick a value.

The filter shows as a tag in the search box. To pick more values, click the tag and tick more. To filter for orders that do not have a value, click the tag and select Is not at the bottom of the value list.

For Created, choose On or after or On or before under the date field, then pick a date. Add Created a second time to filter a date range.

To remove one filter, hover over its tag and click the X Remove filter. To remove all filters and keywords, click the X in a circle Clear all at the end of the box.

Change the sort order and columns

1. Click the columns icon Edit columns to the right of the search box.
2. Under Sort by, choose Newest, Oldest, Highest value or Lowest value.
3. Under Columns, click the eye icon next to a column to show or hide it.
4. Drag the six-dot icon at the start of a row to change the column order.

These columns are hidden by default: Fulfillment, Shipping, Items, Products, Payment method, Tracking number, Destination, Phone, Source and Updated.

Save as a new view

When you change the filters, sort order or columns, a Save button appears at the end of the bar.

1. Click Save.
2. Select Save as new view.
3. Enter a name, for example Today’s pending orders.
4. Click Save.

The new view appears under Saved views in the view list. To discard changes you haven’t saved, click the circular arrow icon Reset view next to the Save button.

Update a saved view

1. Choose the saved view.
2. Change the filters, sort order or columns.
3. Click Save.
4. Select Update view.

You can also press Ctrl S (⌘ S on a Mac). The views under Default views can’t be edited. Save your changes as a new view instead.

Rename or delete a view

1. Click the view name at the start of the search box.
2. Under Saved views, click the three-dot icon next to the view.
3. Select Rename view, Duplicate view or Delete view.

Frequently asked questions