> ## Documentation Index
> Fetch the complete documentation index at: https://docs.truv.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Orders

> Filter, search, export, and customize the orders table in the Dashboard

The Orders dashboard provides a centralized view of all verification orders, whether created manually, via CSV, or through the API. Filter, search, and export to manage your verification pipeline.

<img src="https://mintcdn.com/truv/EPZ3fgmRiGhZ9lyi/images/orders-table.png?fit=max&auto=format&n=EPZ3fgmRiGhZ9lyi&q=85&s=41c4f536603268772bce147ea4ecb4d4" alt="Orders table" width="1800" height="1188" data-path="images/orders-table.png" />

***

## Filter orders

Narrow the orders table using these filters:

| Filter           | Options                                                              |
| ---------------- | -------------------------------------------------------------------- |
| **Date range**   | Custom start and end dates                                           |
| **Status**       | Pending, Sent, Completed, Error, Canceled, Expired, Skipped, No Data |
| **Product type** | Income, Employment, Assets                                           |
| **Source**       | Dashboard, API, CSV upload                                           |
| **Creator**      | Team member who created the order                                    |

***

## Search orders

Search across multiple fields to find specific orders:

| Search field    | Example                                                       |
| --------------- | ------------------------------------------------------------- |
| Order ID        | `39aa1486ccca4bc19cda071ffc1ba392`                            |
| Applicant name  | `John Doe`                                                    |
| Email           | `john@example.com`                                            |
| Phone           | `4155554193`                                                  |
| Employer        | `Facebook`                                                    |
| Loan number     | `LN-2024-001`                                                 |
| Tracking number | Custom tracking identifiers                                   |
| Report ID       | Income & Employment (VOIE) or Assets (VOA) report identifiers |

***

## Export orders

Export filtered order data as a CSV file.

1. Apply your desired filters
2. Click **Export CSV**
3. The file downloads with all visible columns

<Note>
  Large exports (10,000+ rows) may take a few minutes to generate.
</Note>

***

## Customize columns

Control which columns appear in the orders table.

1. Click **Edit Columns** above the table
2. Toggle columns on or off
3. Drag to reorder columns

Available columns include order ID, applicant name, status, product type, employer, creation date, completion date, source, creator, loan number, and custom fields.

***

## Order statuses

| Status        | Description                                      | Terminal |
| ------------- | ------------------------------------------------ | -------- |
| **Pending**   | Order created, system processing                 | No       |
| **Sent**      | Email or SMS sent to the user                    | No       |
| **Completed** | User connected their account                     | Yes      |
| **Error**     | Notification delivery failed                     | Yes      |
| **Canceled**  | Order manually canceled                          | Yes      |
| **Expired**   | Order exceeded its expiration window             | Yes      |
| **Skipped**   | User opened the link but did not complete        | Yes      |
| **No Data**   | User connected but the provider returned no data | Yes      |

***

## Expiration & reminders

### Expiration

The default expiration window is **72 hours**, configurable in your account settings from 1 day to 12 weeks.

<Info>
  Expiration periods **do not count weekends**. An order created on Friday with a 2-day expiration expires on Tuesday, not Sunday.
</Info>

### Automatic reminders

Truv automatically sends an initial notification and up to three reminders via email and/or SMS. Each reminder includes the original order link. Reminders are distributed evenly from order creation until expiration. Once an order reaches a terminal status (completed, canceled, expired), reminders stop.

<Note>
  SMS reminders require account-level enablement. Contact [support@truv.com](mailto:support@truv.com) to activate. SMS reminders are only sent between 10am–6pm ET.
</Note>

| Link Expiration | Order Lifespan       | Initial Notification | Reminders                                              |
| --------------- | -------------------- | -------------------- | ------------------------------------------------------ |
| 1 day           | 24 hours + weekends  | 30 seconds           | 1st: 6 hours<br />2nd: 16 hours<br />3rd: 22 hours     |
| 2 days          | 48 hours + weekends  | 30 seconds           | 1st: 6 hours<br />2nd: 24 hours                        |
| 3 days          | 72 hours + weekends  | 30 seconds           | 1st: 24 hours<br />2nd: 48 hours<br />3rd: 66 hours    |
| 1 week          | 168 hours + weekends | 30 seconds           | 1st: 24 hours<br />2nd: 72 hours<br />3rd: 120 hours   |
| 2 weeks         | 336 hours + weekends | 30 seconds           | 1st: 96 hours<br />2nd: 192 hours<br />3rd: 288 hours  |
| 3 weeks         | 504 hours + weekends | 30 seconds           | 1st: 264 hours<br />2nd: 384 hours<br />3rd: 456 hours |
| 4 weeks         | 672 hours + weekends | 30 seconds           | 1st: 312 hours<br />2nd: 432 hours<br />3rd: 624 hours |

Order expiration periods exclude weekends, but reminders continue being sent during weekends. Customize expiration times and reminder schedules in the [Truv Dashboard](https://dashboard.truv.com).

<Tip>
  Combining email and SMS improves completion rates. High-intent borrowers complete over 50% of verifications within 2 hours.
</Tip>

***

## Cancel an order

Cancel an active order from the Dashboard when it's no longer needed. Open the order and click **Cancel**. If the order is partially completed, previously verified data remains accessible.

<Note>
  Once canceled, the verification link is deactivated. The user can no longer complete the order.
</Note>

***

## Next steps

<CardGroup cols={2}>
  <Card title="CSV Upload" icon="file-csv" href="/developers/integration/manual-orders/csv-upload">
    Create orders in bulk via CSV
  </Card>

  <Card title="New Order" icon="user-plus" href="/developers/integration/manual-orders/new-user">
    Create a single order through the Dashboard
  </Card>

  <Card title="Dashboard" icon="gauge" href="/developers/dashboard">
    Full Dashboard overview and backend integration
  </Card>
</CardGroup>