To start, go to the Users table and select the user you want to see the full details for. At the top of the page you'll see there are two new pieces of information:
- Number of Open Orders
- Number of Completed Orders
You can click where it says "Open Orders" or "Completed Orders" to go to the main order list with the relevant filters applied.
Example - Open Orders
If I click on "Open Orders" from the user details area, the dashboard will open with the appropriate appraiser filter on, and only New / In Progress orders will be shown.
Example - Completed Orders
I click on "Completed Orders" in the user details for Brenda Smith. I'm taken to the main appraisal list and I can see that the filters are on so that only orders assigned to Brenda are showing, and only orders in a Completed status.
- You won't be able to click on "Open Orders" or "Completed Orders" from the user page if you are using the old appraisal dashboard view.
- These user order statistics will only appear for users that can be assigned to an order in Anow. In other words, it is hidden for non-assignable users such as Data Entry staff or Assistants.
Contact our support team via live chat, email or by phone if you have any questions! 😄