Frequently Asked Question

Yes, you can!

To export a CSV of the order first you will navigate the reports section on the left-hand side on the PortalApp page.

Once in the reports section, you will see our total range of report options. 

In this example, you will click on Detail Order Report

When you open the Order Detail Report Page. You will see a plethora of filters and information.

Here, the easiest way to find a certain order would be to use either retailer name, PO Creation Date (The day the PO arrived in our Portal), and/or the PO number.

Under the "Manage Reports Layout" menu you can remove or add additional columns depending on what you want to see on your report.

Toggle Column Visibility: This allows you to turn off and on our default columns available on the report. When an option is grey it is enabled, whereas when an option is white it is disabled.

Load Additional Columns: this will allow you to add columns that may not be listed on the "Toggle Column Visibility" options. When you click on a text box all of our categories are listed in the drop-down box. Be sure after selecting your desired information you press "Select Columns" to enter it into the report.

If you make any changes to the layout, I recommend saving those changes. You can save and load any report layout by pressing our "Manage Report Layout" button and then selecting "Save Current Layout" to save your active report. You will assign it a name then it will be saved in your portal account. Then, later if you need to reapply your previously saved report you can select "Manage/Apply Saved Layout" to return your view to its previous state.

Once you have the report you are looking for you can click on the CSV button to export a CSV copy of the report to your computer.