How to Set Up the Daily Order Activity Report

The Daily Order Activity template shows the days of the week the orders are created.

Search for the Daily Order Activity Template

To begin, click the “+” icon on the Dashboard and type “Daily Order Activity” into the search bar. Then select the template.

Template highlighted in the template library.

Chart Tab

The only chart type here is Heat Map.

Heat map selected as the chart type.

A darker section of the heat map shows more tags being applied, and a lighter section of the heat map shows less tags being applied.

Example of a heatmap.

Options Tab

First, you need to select the value you would like to display in each box.

Dropdown of what values can be displayed.

NOTE: When choosing an option that will display a dollar amount, the heat map will require more horizontal space on your dashboard.

Now select the date range you wish to measure.

Set to show tags applied for the last two months.

Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements for the report.

Criteria Builder tab options displayed.

When finished, press the blue button at the bottom to save your preferences for this widget.

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