Report Sales Order Taxes
From Fishbowl Advanced
This report displays the tax rate and total tax on a list of sales orders.
The
Modify Report button allows the following report filters to be customized:
- OPTIONAL TAB
- Group By - Choose whether to group the report by Location Group, by Customer or by Tax Rate Name.
- Apply Date Filter To - Choose the date for the date range to look at: SO Date Scheduled, SO Date Created, SO Date Issued, SO Date Completed, SO Date Last Modified, or SO Item Date Fulfilled.
- 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.
- Tax Rate - Enter the tax rate name to run the report for. Leave this field blank to run for all tax rates.
- Date Range - Choose a date range to run the report for. This date looks at the DateIssued on the SO table in the database, meaning it looks at the date the sales order was issued.
- Closed Short - Choose to show/hide orders with this status by checking/unchecking this checkbox.
- Estimate - Choose to show/hide orders with this status by checking/unchecking this checkbox.
- Fulfilled - Choose to show/hide orders with this status by checking/unchecking this checkbox.
- In Progress - Choose to show/hide orders with this status by checking/unchecking this checkbox.
- Include Line Item Tax - Choose to include/exclude tax rates that were added as line items on the sales order by checking/unchecking this checkbox.
- Issued - Choose to show/hide orders with this status by checking/unchecking this checkbox.
- Voided - Choose to show/hide orders with this status by checking/unchecking this checkbox.
- Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
- Show SO Line Items - Choose to show/hide product line items on the sales order by checking/unchecking this checkbox.
- PRINTER TAB - Allows a default printer to be specified for the report in each location group.
