How to Export a List of Orders from the OnTime Customer Web Portal

Follow these steps to export a list of orders from the OnTime Customer Web Portal:

Go to the Tracking page in the OnTime Customer Web Portal.
If you want to export the entire list, including all orders, continue to step 3. If you would prefer to export a list of orders filtered by search criteria, you may use the Date range drop-down or enter your search criteria into the search boxes directly below the column labels.
- If these search boxes (known as the filter bar) do not appear, they can be enabled by opening OnTime Management Suite and navigating to General Options > Customer web Portal > Tracking. From there, check the box labeled Show filter bar.
Next to the Date range drop-down, look for Export to and select the preferred file format: Excel, CSV, or PDF.
In the Save as dialog box, choose a location for the file and then click Save.

Article ID: 95, Created: February 12, 2016 at 1:50 PM, Modified: June 28 at 9:29 AM