The Reports window offers a convenient way to access a variety of Sales Order-specific reports. Whether you need insights on spend with Sales Order, delivery issues, pricing, or other metrics, this information is easily accessible from the Sales Order Reports window.
To view or print your Sales Order reports, follow these steps:Accessing Reports:
Click on the Reports window to open the reports window.
From here, a dropdown menu will provide you with a selection of available Sales Order-related reports.
Available Reports:
The dropdown menu allows you to select from the following key Sales Order reports:
Sales Order Activity: Displays a detailed history of Sales Order interactions, including transactions, communications, and other related activities.
Current Spend: Provides insights into the Sales Order’s spending over a specified period, helping you track profitability and spending trends.
Issue Resolution Rate: Displays the rate at which Sales Order issues have been resolved, offering a performance overview of Sales Order service.
Viewing or Printing Reports:
To print a report from the Sales Order Reports window:
Click on the Reports
Select the report you wish to view or print from the dropdown menu.
Highlight the report, then click View to display the report on-screen, or Printto print it directly.
If necessary, enter criteria such as date range or Sales Order category to refine the report.
Click OK to generate or print the report.
Repeat for Additional Reports:
If you need to view or print multiple reports, simply repeat the process for each report you require.