Orders Dashboard

(Formerly Known as Submissions Dashboard - new dashboard launched on April 15, 2026)

The Orders Dashboard is your hub for managing participant applications, payments, documents, space assignments, reporting, and manual orders. If you have the interactive map or virtual event/goodie bag upgrade, you'll be able to access these features here too.

This is where you'll actively manage your event after you've launched registration.

This article covers the entire Order Dashboard:

How to Filter by Event
How to Filter the Dashboard using the Four Filter Panels: By Type, By Order Status, By Payment Status, and by Document Status
Additional Dashboard Toggles
How to Clear Filters
Order Management Tools
Overview of Order Cards
1. Order Statuses Explained

Filter by Event

By default, the Orders Dashboard will be filtered by the event you clicked into on your "My EventHub" page. To switch between events without need to leave the Orders Dashboard, at the top of the page, use the Filter by Event dropdown to select which event’s orders you want to manage.

All filters and reports will update based on the selected event.

Filter Panels

The Orders Dashboard includes four primary filter sections to quickly narrow down your results.

Filter by Types

Use this section to filter orders by:

Participant Category
Order Tags (What is an order Tag?)
Archived Tags (How do I Archive an Order?)

To filter by type, click the "Select Category" dropdown to see options available for each category. Then, check the box next to the categories you'd like to filter by.

Selecting a category or tag immediately filters the order list below and the order counts and payment totals in the other filters in the filter panels.

You can multi-select within these filters to narrow results more precisely. For example, you can select multiple Participant Categories or multiple tags at the same time to refine your order list.

How can I layer the filters?

If you select multiple options within a category (as pictured to the right), it will act as an "or" filter. Meaning, if you select the Participant Categories of "Apparel" and "Food Vendor" you will see anyone who fits either of these categories.

If you select a filter from with multiple sections, for example something from Participant Category and Order Tags (as pictured below), it will act as an "and" filter. Meaning, if you select "Apparel" from Participant Categories and "Waitlist" from the Order Tags section, then you will see anyone who is both an Apparel vendor and has the tag "Waitlist." If someone only fits one of those categories, you will not see them.

Filter by Order Status

Selecting a status immediately filters the order list below and the order counts and payment totals in the other filters in the filter panels.

Filter by order status:

Pending Approval
These orders require your attention. Review and either approve or decline them — don’t leave vendors waiting.
Pending Modified
These orders were modified by the vendor after submission and require your review. Review the changes and either accept the updated order or revert it back to the original version.
Pending Manual
These are orders you created or modified manually on behalf of a vendor. The vendor must accept the order so they can acknowledge your terms and conditions.
Approved
Orders that have been accepted and are fully approved.
Cancelled
Orders that were cancelled by either you or the vendor.
Declined
Orders you declined before they were ever approved.

Filter by Payments

Filter by payment status:

Pending
Received
Refunds
Pending Cancellation

Each option displays both the number of orders and the associated dollar amount.

Filter by Document Status

Quickly identify orders with:

Incomplete documents
Complete documents

Ideal for reviewing paperwork before approving applications.

Additional Dashboard Toggles

Below the filters:

Include Archived Orders – Displays archived records in your results.
Hide Space Assignments from Participants – If you don't want your participants to see their assigned spaces in their EventHub portal, you can toggle this on to hide it from their view.
Fast Track Code – Copy or activate a Fast Track Code, if desired. Once created, you can share a Fast Track Code with participants that you're confident you will approve, so they can enter it at checkout to be auto-approved. This enables them to immediately pay, complete paperwork, and update their interactive map profile (if applicable).

How to Clear Filters

To clear a filter there are 3 options:

To remove an individual filter, click on the filter again to deselect it or uncheck the category if it is in the filter by type section.
To remove an individual filter, in the dark blue bar at the bottom of the filter section, click the "X" on the filter you'd like to remove.
To clear all filters, in the dark blue bar at the bottom of the filter section, click on the "Clear All Filters" button.

NOTE: The dark blue filter bar at the bottom only appears after filters have been applied. If you do not see the bar, then there are no filters applied.

Order Management Tools

Above the order list, you’ll find the primary action controls.

Sort By

Sort orders by:

Order Date (Oldest → Newest)
Order Date (Newest → Oldest)
Profile Name (A → Z / Z → A)
Account User Name (A → Z / Z → A)
Category (A → Z / Z → A)
Inventory Type (A → Z / Z → A)
Space Assignment (1 → 10 / 10 → 1)
New Documents Uploaded (Oldest → Newest / Newest → Oldest)

Use this to organize your workflow based on what matters most.

💡Tip: When reviewing documents, be sure to sort by "New Documents Uploaded ( Newest → Oldest)"

Bulk Action

Apply actions to multiple selected orders at once.

Below is a list of the Bulk Actions available in the dropdown. Click on their corresponding link to see a detailed overview of how to use that bulk action.

How to use Bulk Actions:

Select one or more orders using the checkbox. If using the "Select All" check box, be sure you have the filters set how you'd like them (for example filtering by "Approved" to send a message to all vendors/sponsors or filtering by "Pending Payment" to send a payment reminder).
Choose your bulk action.
Apply the change.

Export

Use the Export functionality to obtain a spreadsheet containing the Order or Logistic information for the selected orders.

➡️ Exports reflect your current filter selections.

Download reporting files options:

Export Orders in Excel
Export Orders in CSV
Export Logistics in Excel
Export Logistics in CSV

Unsure which fits your needs best - download both and take a look!

How to Export:

Filter your dashboard to display the orders you'd like included in your export. Learn how to filter above.
Use the "Select All" Checkbox or select one or more orders using the individual checkboxes.
Click on "Export" and select the report type and file type you'd like.
- Pro tip: if you don't have Excel, you can export it as a .csv and then upload it into Google Drive then open it as a Google Sheet to view.

Check your email! The report will be sent to your inbox associated with your EventHub account. If you don't see it in your inbox within 5 minutes, be sure to check your spam folder.

➡️ For more information on exports, please check out this export help article.

Create Manual Order

Create an order on behalf of a participant. Orders that you create as a manual order are automatically approved. While creating a manual order, you can customize the price of any offering and create custom Sponsorships or Advertising Opportunities that will not be visible to the public.

➡️ For detailed steps on creating a Manual Order, including how to create Custom Sponsorships and Custom Advertising Packages, please check out this Manual Order help article.

Expand All Notes and Logistics

To display the full view of each order card, click the "Expand All Notes and Logistics" button.

This will expand the view of all orders to show the content below, if applicable.

Additional fields shown when expanded:

Payment Method
Booked Date
Add-ons
Tag(s)
Internal Notes
Edit Map Public Profile Button
Edit Virtual Booth Button
Load-in and Load-out Logistics

To collapse all of the orders, click in the same spot, it has now changed to "Collapse All Notes and Logistics"

Search Orders

Use the search bar to locate orders by:

Profile Name
Email
Phone Number
Order Number
Company

Search updates results instantly.

Overview of Order Cards

Below is an example, expanded order card.

What is included in each order's card on my dashboard?

Profile

Linked on the Brand/Booth's name is the order's profile, often referred to as their application. This is their basic profile information and all the answers to the application questions that apply to their participant category.

When do I use the Profile?

Before you approve/decline an order, you should review their profile to confirm if they're a fit for your event.
If a participant requests any changes to their profile or application questions, the organizer is the only one able to do so. Learn more about editing a brand's profile in this help article.

Name

The first and last name of the contact provided in their booth profile. NOTE: this may vary from the day-of contact.

Email

This is the email that will receive automated messages from EventHub, along with the bulk messages that the organizer sends out.

You can click to copy the email of the participant.

If a vendor needs their email updated, if they have access to their EventHub account, they can change their email in the Account Info section. As an organizer, you cannot update their email for them.

If they are unable to access their account or have trouble, you can encourage them to reach out to help@eventhub.net for support.

Phone Number

A quick reference for you to find their phone number.

Order Status

➡️ The Order Status is where you can approve and decline an order. Learn more here.

Use this status to get a quick idea of what stage this order is at. Unsure what an order status means? Take a look below!

Order Statuses Explained:

Needs Approval
- An order you have yet to review. Click on this status to Approve or Decline the order. Select the green "Approve" to approve the order, and the red "Decline" to reject the order. If you decline the order, you will be prompted to give a reason that will be visible to the applicant in their notification email. Learn more about approving and declining an order here.
Declined
- An order you have Declined. Declined orders have never been Approved.
Approved: Paid
- You have accepted this order and their invoice is completely paid.
Approved: Needs Payment
- You have accepted this order and their invoice is outstanding.
Approved: Pending Refund
- You have accepted this order and their invoice has a positive balance. Go to the "Refunds" tab to log a refund or log that no refund will be issued. NOTE: Any refunds must be issued via your payment processor or offline, logging it EventHub is just for tracking purposes. Learn how to refund an order.
Approved: Installment Plan
- If you have a Check installment plan set up, you will see this status if the participant is enrolled in the installment plan and accepted.

➡️ For any Approved order status, you can cancel the order via the order status. Learn more here.

Cancelled: Pending Refund
- You have approved and then cancelled this order, and they have paid some or part of their invoice. Go to the "Refunds" tab to log a refund or log that no refund will be issued. NOTE: Any refunds must be issued via your payment processor or offline, logging it EventHub is just for tracking purposes. Learn how to refund an order.
Cancelled: No Refund
You have approved and then cancelled this order. Either their purchases were free offerings or you have logged that no refund will be issued.
Cancelled: Full Refund
- You have approved and then cancelled this order, and then logged a refund for their amount paid. NOTE: Any refunds logged in EventHub must be issued via your payment processor or offline, logging it EventHub is just for tracking purposes. Be sure to issue the logged refund.
Cancelled: Partial Refund
- You have approved and then cancelled this order, and then logged a refund for some of their amount paid. NOTE: Any refunds logged in EventHub must be issued via your payment processor or offline, logging it EventHub is just for tracking purposes. Be sure to issue the logged refund.
Archived
- Orders with this status type are only visible when the "View Archived Orders" toggle is switched to "On." Archived orders must be cancelled or declined orders with no pending refunds.
Pending Exhibitor Confirmation
- This order is "Approved" and will show up when filtered by "Approved" or "Pending Manual." You've modified this order, and the participant needs to log into their EventHub account and accept the order changes in Step 1 of their order summary for your event.
Modification Approval Needed
- This order was already originally Approved, but the participant has requested a modification to their add-ons. You must now review their order again to accept their order changes or revert it back to the original approved order. Learn more about approving a modified order.

Pending Payment: (modified)
- This order is "Approved" and will show up when filtered by "Approved." Either you modified their order, and they accepted the order changes OR They requested an order modification, and you approved the order changes and they have an outstanding balance.
Cancellation Requested
- This order will appear in the "Approved" filter. This order was Approved, but the participant has requested a cancellation. To cancel the order, click on the "Cancellation Requested" status and click "Cancel."

Order #

This is a great reference for your records of their order number (NOTE: The order number does change if it is modified.)

Click on the order number to view their invoice. Once in their invoice, you can print/download their invoice.

After clicking on their order number to open the invoice, you can also click to modify their order.

➡️ Learn how to modify an order.

Payment Method

Easily reference how the order was paid.

Options include:

Check or Alt. Payment
CC Payment
Comped ($0 opportunity or discounted to $0)

Booked Date

The date the order was submitted.

Add-ons

If any add-ons were purchased, then they will be listed with their quantity in parentheses before the item.

Internal Notes

The organizer and sub-users may add notes here that are only visible to the organizer team. These notes are not visible to the participant.

Participant Requests

Any notes the participant put in the "Special Notes" section during checkout will be visible here.

Edit Map Public Profile Button [Included with Interactive Map]

You can click in to see what information has been added to the public profile. By default, their Brand/Booth name, logo, and any provided social media links will pull through from their application.

Would you like to spruce up your public map? You can give your participants a helping hand by adding information to their public profile.

Edit Virtual Booth [Included with Virtual Event/Digital Goodie Bag]

A quick way to hop into your participant's virtual booth to see what they've added.

Document Status

This status is based on if you've toggled their status to "Complete" or not. By default, all document statuses are Incomplete.

View Documents

Access the documents submitted by the participant. In this view you can"

Review submitted Documents and accept or decline them
1. Leave a comment if you have a question or need to provide feedback
Upload order specific documents (for example a unique contract)
Upload documents submitted to you via a different method, to keep EventHub as your single point of reference
Mark "All Docs Complete" once you've received all documents. This will make it clear they are good to go!

➡️ Learn more about how to manage documents in this help article.

Booth Preferences

If you've enabled booth preferences, then if a participant shared their booth preferences, they will be visible here. Use this as a quick reference to help assign your booths!

➡️ Learn how to enable booth preferences.

Spaces

Quickly view the quantity and types of spaces that were purchased with this order.

If you don't have the interactive map, you can type directly in the box to assign a space.

If you have an interactive map, your booth assignments will pull through into this spot automatically for you, so you can easily reference their space number from the dashboard.

Load In and Load Out Logistics, including Day-of Contacts

You can directly input the day-of logistics in these fields for each participant. This will be visible in their EventHub portal, but will NOT automatically send out a message notification.

Make your life easier and bulk update your load-in and load-out logistics!

➡️ Learn how to update logistics & send bulk messages with personalized logistics included in this help article.

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