Filtering Your Sales Data
Spiffy provides the ability for you to view your sales data from your Spiffy Checkouts, broken down into a few important lists. These lists include: Orders, Customers, Subscriptions, Payment Plans & Payments.
When you view one of these lists, you will have the ability to filter the results to get the data you are looking for. Be it a list of all failed payments, or a list of active subscriptions, Spiffy has you covered.
Each list type will have some different filters, so be sure to check out the options that you have available as you begin to explore your sales data
Applying 'Filters' to a list:
As mentioned above, Spiffy separates your sales data into a few different list types. Be sure to explore the filters available for each list type, as they do differ based on the list type you are viewing.
After selecting a list from the Sales option, you will be able to modify your results by adding different filters that we provide. To start adding filters, just click the ' Add Filters' button, and select a filter.
This will open the filter's configuration pop-up. Just configure it accordingly, and then click ' Add Filter' to apply the filter and refresh your list.
You can add additional filters to see more specific results by clicking the 'Add Filters' button again, and selecting another.
You can modify your existing filters by just clicking on the filter.
If you need to remove a filter, just click the 'x' on the filter.
Saving your configured 'Filters' for quick access:
As you start to discover the different ways to filter your lists to get specific sales data, you will find that you may want to save the setup. This is great for when you create filtered lists that can be used for ongoing reporting.
To save your filters for a list, you will need to add at least 1 filter to a list.
Once you have added all of the filters you need, just click the 'Saved Filters' button, and select the option to 'Save Current Filters'.
Just give the saved filters a name that makes sense to you, and click 'Save Filter List'
Now, when you come back to the specific list, you will be able to just click the 'Saved Filters' button and select the filter setup that you saved!
If you have any questions about sales data in Spiffy, or any questions about applying filters to your lists, let us know at Support@Spiffy.co
We're always here to help