Searching & Filtering Order History

Both the Web Portal and the mobile app let you narrow your order history down by date, status, session, and seller — the exact filters available differ slightly between the two.

1. Filtering in the Web Portal

  1. Go to Orders in the Web Portal.
  2. Use the date range dropdown to choose Last 7 days, Last 30 days, or Last 90 days. There's no custom date picker in the Portal — pick the closest preset.
  3. Use the status dropdown to narrow the list to All statuses, Completed, Partial Refund, Voided, Pending, or ⚠ Needs Review (orders with a flagged, unapproved discount or comp waiting on an owner — see the sales, discounts & comps article). The Needs Review option shows a live count of how many orders are waiting.
  4. Click any row to expand it and see line items, totals, and available actions.

The Portal doesn't currently filter by session or seller — every order in the selected date range and status shows up in one list, with the seller's name visible in each expanded row.

2. Filtering on Mobile

  1. Open the Orders tab.
  2. The screen defaults to Today. Tap Filters in the top right to open the filter sheet.
  3. Date — choose Today, Yesterday, Last 7 Days, Last 30 Days, or Choose a date… to pick any single past day with the date picker.
  4. Session — only shown if your order history spans more than one session. Choose a specific session, No session, or All orders. If you have an active session, Orders auto-selects it for you until you manually change this filter.
  5. Status — All, Paid, Refunded, Partial Refund, Failed, or Pending.
  6. Seller — only shown once your team has more than one active member. Choose a specific seller or All sellers.
  7. Tap Done to apply, or Clear all filters to reset back to Today and resume auto-following your active session.

The Filters button shows a count badge (e.g. "Filters (2)") whenever any filter other than the default date is active. Above the list, three summary boxes — Orders, Revenue, Refunded — total up whatever's currently filtered.

Frequently Asked Questions

Why don't I see a session or seller filter in the Web Portal?

Those filters currently exist only on mobile. In the Portal, every order for the selected date range and status appears together, with seller and session shown inline once you expand a row.

Can I pick a custom date range in the Portal?

Not yet — the Portal offers Last 7/30/90 days only. Mobile lets you jump to any single past day via Choose a date…, but not a custom multi-day range either.

Need additional help?

If you have questions, visit Membrzs Support or contact our team via the Contact page.