Report Sales Order Summary

This report generates a summary of sales orders for the filters and date range specified. Include shipping and credit return type items. Sales tax not included.

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. This information is also available in the Sales Order Summary Export report.

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.