View source for Report Sales Order Summary Export

[[File:Report-Sales Order Summary Export.png|right|border|400px|link={{filepath:Report-Sales Order Summary Export.png}}]] This report is formatted for exporting. It is too wide to be printed on standard paper. It includes a summary of sales orders issued during the time window given; no taxes are included.
* This report is similar to the [[#Sales Order Summary|'''Sales Order Summary''' report]], but in a wide format that exports nicely to Excel.
* The report has additional columns for '''Ordered Qty''', '''Shipped Qty''', and '''Remaining Qty'''. These are in addition to the '''Ordered Price''', '''Shipped Price''', and '''Remaining Price''' fields.
* The report can be saved in '''CSV''', '''XLS''', or various other formats by clicking the <span class="nowrap">[[File:Save Button.png|middle]] '''Save'''</span> button in the <span class="nowrap">{{#ifeq: {{PAGENAME}} | Reports | [[File:Icon.Reports.png|x24px|middle]] [[Reports|<b>Reports</b>]] module | [[File:Icon.Reports.png|x24px|link=Reports#|middle]] [[Reports#|<span title="{{#if:|{{{2}}} in the}} {{#if:Reports|Reports|{{PAGENAME}}}} module"><b>Reports</b> module</span>]]}}</span>.
* The exported report file can also be automated and emailed in the <span class="nowrap">{{#ifeq: {{PAGENAME}} | Schedule | [[File:Icon.Schedule.png|x24px|middle]] [[Schedule|<b>Schedule</b>]] module | [[File:Icon.Schedule.png|x24px|link=Schedule#|middle]] [[Schedule#|<span title="{{#if:|{{{2}}} in the}} {{#if:Schedule|Schedule|{{PAGENAME}}}} module"><b>Schedule</b> module</span>]]}}</span>.
The {{Button|Modify Report}} allows the following report filters to be customized:<br>
{{Spacer}}'''OPTIONAL TAB'''
::* '''Ship To State/Province''' - Select the Ship To state or province to include in the report, or select All.
::* '''Sales Person''' - Choose which sales person to run the report for. Leave this field blank to run for all sales people.
::* '''Class''' - Select a class to run the report for. Leave this field blank to run for all classes.
::* '''Location Group''' - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
::* '''Customer''' - Choose to run the report for a specific customer. Leave this field blank to run for all customers.
::* '''Product Number''' - Choose a specific product to run the report for. Leave this field blank to run for all products.
::* '''Filter by SO Custom Field Number''' - Filter orders based on a custom field, select the custom field and then type a value to filter by. Use '''%''' for wildcard searches. If the custom field is a checkbox, use '''true''' or '''false'''.
::* '''Apply Date Filter To''' - Choose the date for the date range to look at: Scheduled Fulfillment Date, Date Created, Date Issued, SO Date Completed, Date Last Changed, or SO Item Date Fulfilled.
::* '''Date Range''' - Choose a date range to run the report for. This date range uses the date selection made in the Apply Date Filter To dropdown.
::* '''Group By''' - Choose whether to group the report by Location Group, Class, Sales Person, or Ship To State/Province.
::* '''Include Returns''' - Check this box to include credit return values.
::* '''Order By Customer''' - Choose to order the report by customer by checking this checkbox.
::* '''Show Historical Product Number''' - When unchecked, items will show the current product name, even it was changed after the item was placed on the order.
::* '''Show SO Details''' - Choose to show/hide specific product information on each sales order by checking/unchecking this checkbox.
::* '''Report Title''' - The value in the field will replace the title of the report. To return to the original title, delete the contents of this field.
::* '''Format Report for Exporting''' - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
{{Spacer}}'''CUSTOM FIELDS TAB''' - The Sales Order Summary report can display 3 order custom fields. To see a custom field, open the '''Modify Report''' window and enable '''Display field''' for each field that should be displayed on the report.
{{Spacer}}'''SO STATUS TAB''' - Choose which statuses to show/hide on the report by checking/unchecking the checkbox next to each status.
{{Spacer}}'''COLUMNS TAB''' - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.
{{Spacer}}'''PRINTER TAB''' - Allows a default printer to be specified for the report in each location group.
{{Clear}}