Sunday, June 2, 2019

Saved Search to Show Fulfillment /Invoice Dates of Sales Orders in a Date Range

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

  2. Select Transaction link

  3. Set the following under Criteria tab > Standard subtab:

         Type = Sales Oder

         Applying Transaction Fields… Choose type = Item Fulfillment , Invoice

         Date: choose a date range for the Sales orders.

         Tax Line: False

         Shipping Line : False

     4. Under Results tab > Columns subtab, add following fields (choose others base on your preference):


         Number || Summary Type = Group

         Applying Transaction

         Applying Transaction Fields … Choose Date


    5. Enter a Search Title

     6. Click Save & Run

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