×
Menu
Index
Search
 
   
   
   
 
  (c) Profile Systems Design Group, Inc. 2025  Build: 4.008.748  Help ID: 5527
Press CTRL + F5 to clear your browser's cache, if expected content is not present.

Action Report

The Action report shows any actions needed on sales order items.  It allows you to drill down to the sales order, to the customer file, to the item inventory file, and to the PO for the item.
Action Report
1

Include Actions

1. Include Actions
Check whether to only show action issues and only display purchased items.
2

Date Range

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

Order Status

3. Order Status
Select the order status to include.
4

Order

4. Order
You can order report results by order number, customer ID, salesperson, item ID, or vendor.
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, or item classification.
 
Here is an example of a report: