Report Sales Order Summary Export

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 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 Save button in the Reports module.
• The exported report file can also be automated and emailed in the Schedule module.

The Modify Report button allows the following report filters to be customized:

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.

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.

SO STATUS TAB - Choose which statuses to show/hide on the report by checking/unchecking the checkbox next to each status.

COLUMNS TAB - Choose which columns to show/hide on the report by checking/unchecking the checkbox next to each column name.

PRINTER TAB - Allows a default printer to be specified for the report in each location group.