This guide will explain how to create a basic report that shows Items added to orders on a specified date.
Please note that this guide only includes minimum information, but more data can be added in the report generator tool.
If you’re unfamiliar with our custom report generator, please see our guide on how to create custom reports.
Creating an Items Added to Orders report
Start by naming your report. You may also choose to nest it within a group of reports.
On the left-hand Tables column, check off Sales document and Sales document row.
Sales Document section
Check off Document type. Choose the equals sign (=) as the Constraint and Conditions, then select Orders from the dropdown list.
If you wish to display additional sales document types, you can hold down the Control button on your keyboard and select multiple document types.
Check off Date. Choose the equals sign (=) as the Constraint and Conditions, then type in the date you wish to view orders generated.
A;ternatively, you can view all orders within a certain date range by selecting is within range as the Constraint and Conditions, then typing in your preferred date range.
Sales Document Row section
Check off Item name.
Check off amount.
Check off Net total.
Scroll to the top of the report generate and click Save.
Press Open report to view the report.