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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.733  Help ID: 393

Listing Report

The Listing report lists detailed information for each item per sales order per customer for the specified date range.
Listing Report
1

Report Type

1. Report Type
A detail report shows order number and date, customer ID and name, customer phone number, salesperson, and detailed item information It allows you to drill down to the sales order, the customer file, and the item inventory file.
 
A summary report shows order number and date, customer ID and name, customer phone number, order amount, and tax amount.  It allows you to drill down to the sales order and to the customer file.
2

Date Range

2. Date Range
Enter a date range.  Clicking All Sales Orders returns all orders for all time.
3

Order Type

3. Order Type
Select the type of orders and order status to include.
4

Order

4. Order
You can order report results by sales order number, customer ID, salesperson, item ID, vendor, SO code, or confidence level.  Note that some filters are only available for either a detailed or a summary report.
5

Include Information

5. Include Information
Check to include additional information as desired.
6

Filter Criteria

6. Filter Criteria
You can filter search results for salesperson, vendor, SO code, item classification, or confidence level.
 
Here is an example of a detail report with default settings:
 
Here is an example of a summary report with default settings: