Home Contact Sitemap login Checkout


British Isles Family History Society of Greater Ottawa (BIFHSGO)
  • Home
  • News
  • Events
    • Events
    • View Events Calendar
  • 30th Anniversary
    • 30th Anniversary
    • Treasures From the Past 30 Years
  • Research & Projects
  • Name Index
    • Name Index
    • Search Name Index
  • Resources
    • Resources
    • Resource Guides
    • Library and Book Lists
    • Links to Online Resources
    • "Anglo-Celtic Roots" Journal
    • Back to Basics
  • Membership
    • Membership
    • 2025 Become a Member
    • Membership Essentials 
    • Donations
    • Members' Area
  • About Us
    • About Us
    • Vision, Mission, Values and Goals
    • Bylaws and Policies
    • Annual General Meetings
    • Member Recognition
    • Volunteer Opportunities
    • Special Interest Groups
    • Newsletters
    • Contact
Print This Page

Store Reports Donations & Memberships


Store Essentials

  • The store list all your online orders and the details for each
  • The Advance Search button opens the searching option menu and chooses for the columns of information you want to see and the order for the columns
  • Advance Search columns we need most often is Dates, Line Item for product name, Product Options for seeing the options on a order and Show the following columns where we select Product options - Serialized Extra Values, to display the product options in the report
  • You can export search results from the search page as well.




Store Online Orders

  • The store opens to the Online Order Workflow tab
  • Here we see the list of recent orders and notes about payment method and date
  • Once orders have been clarified correct and paid we click the checkbox for them and click the Complete and Archive button




Store Reports - Reports By Line Item

  • At the Store page, locate and click on the Reports Tab
  • Locate and click on the Reports - By Line Item Tab
  • This will create a report of the online order by product name
  • Locate and click on the Advance Search button above the Prepared Reports option list




Advance Search Options

  • When you click on the Advance Search button you open the list of search options you can choose from




Line Item Option

  • To do a search related to the product name,  click on the down arrow for Line Item Name, and select Contains, and the type in the text relevant for product name information you want a report on.




Search for Product Option you need a report on

  • Click on Name for the Product Option Name and select Begins With to see the values in the column or Contain, and type in the information you are looking to see in your report
  • Click Value to see the Production Option choose and and select Begins With to see the values in the column or Contain, and type in the information you are looking to see in your report





Select the columns you want to see in the report

  • Click on Show the Following Columns to select the columns you want to see in your report
  • Select Searlized Extra Values to see the product option chooses in your report

 



 

Report with Columns for Donation name and choose

  • In this sample report we have set the Line Item Name to Begins with and the Product Options for Name and Value to Begins with

 




 



British Isles Family History
Society of Greater Ottawa

Contact

Email -  queries@bifhsgo.ca
Mailing Address
British Isles Family History Society
of Greater Ottawa
P.O. Box 38026
Ottawa, Ontario K2C 3Y7

News

Events

Calendar

Membership

Name Index

Resources

About Us



   

Site Manners  |  Built on ShoutCMS