How To Create Order Segments

Track profitability in real-time. Combine your order analytics with other data to get a complete picture of your business performance.

Step 1

As soon as you go on “Orders”, you see the entire dashboard with all the order Ids & customer details. This is how the dashboard looks.

Step 2

Click on “Add Filter” and the window appears to create a segment. You can select from the given parameters. We have done one as an example for you in the snippet below.

Step 3

You can add another value by clicking “OR” as per the requirement to further drill down the insights.

Step 4

Ahead of this, you can add another filter in order to fetch more precise data. As shown in the snippet below.

Step 5

You are now ready to save your created segment. Give it a name and add a description as shown below.

Step 6

You have successfully saved your segment and you’d be able to see this segment on the “Segmentation” page. On the main dashboard.

Step 7

We also provide you an option to filter out the orders on the basis of the listed values as shown.

Step 8

You can finally export the CSV file of the selected orders.

Done.