This article applies to Contextual Commerce. (Looking for Classic Commerce documentation?)
To look up a customer's transaction record, click the Activity menu in the Dashboard. Then, use the Search Orders and Subscriptions field to find the order.
The Activity menu consists of three tabs: Events, Orders and Subscriptions. The Events tab is selected by default.
Each of the three tabs includes the Search Orders and Subscriptions field at the top of the page.
This field works the same way regardless of which tab is selected. You can search for orders and subscriptions using any of the following criteria:
- An exact order reference number (e.g. JUL120112-7119-41114)
- An order ID (e.g. QHfTm0AOQlWgx-Bt-C9ViA)
- A subscription ID (e.g. cFJUR4PdSMCxkfFncrWQIF)
- A customer's full email address, last name, or company name
- The first 4 (or more) letters of the customer's last name or company name followed by an asterisk (e.g. if you are not sure whether it is spelled Anderson or Andersen, you could use Ande*)
- A customer's email domain name, beginning with the
@symbol (e.g. @telestream.net)
- The last 4 digits of a credit card number
The field is case-insensitive. Just enter the value you want to search for and press Enter / Return. By default, all records for the past 90 days will be searched, but once the search results have been returned, you can select the check box labeled Check to search all history to try the search again for all history. Click any record in the search results to view the details of that item.
Filtering Your Search Results
There are a few ways to refine your search through filtering:
Live and Test
You can click this drop-down selector to filter the type of activity is displayed: Live orders and subscriptions, Test orders and subscriptions, or both. Live and Test is selected by default, so both types of activity will be shown unless you click the drop-down and choose another option.
You can click this drop-down selector and filter the activity displayed to include only the product(s), bundle(s) or subscription(s) you want to see. Items that have been deleted are included since you might still need to know about those transactions in the future. The default value is to display activity for all products, bundles and subscriptions, except on the Subscriptions tab, where only subscription-based products will appear in the filter list.
The Search field at the top of the product filter lets you limit the products shown in the filter drop-down; just enter part or all of the product ID (not the display name) of the products you want to include in the list.
Select the check box next to each product you want included in the list of activity, and then click anywhere to the left or right of the activity list to apply the product filter. The page will reload with only activity for the selected product(s) displayed.
The date selector filter - which a different date range selected by default depending on which tab is selected - lets you filter the activity shown by date.
Simply select one of the pre-defined time frames, or click Custom..., select the desired date range from the convenient calendar, and click APPLY.