Tuesday, May 14, 2019

Create a Report to Show Count of Packages and Tracking Numbers by Sales Order

1.       Navigate to Reports > Saved Searches > All Saved Searches > New > Transaction.

2.       Under Criteria tab > Standard subtab > Add Filter: Type is Sales Order

3.       Under Results tab > Columns subtab > Click Remove All button > Add the following Fields:

·         Date

·         Number

·         Fulfilling/Receiving Transaction Fields . . . . > select Package Count

·         Fulfilling/Receiving Transaction Fields . . . . > select Tracking Numbers

·         Name

·         Amount

4.       Enter Search Title.

5.       Hit Save & Run.

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