Report to Show Ship Method Used in Sales Order vs Invoice

 

1. Navigate to Reports > New Search > click Transactions > click the Create Saved Search button

2. Rename Search Title

3. On the Criteria tab> Standard sub tab

>> * Filters | * Description

>> Type | is any of Sales Orders

>> Main line | is false

>> Date | is within Last month

>> Billing Transaction fields... then select Ship Via is none of None

>> Status | is none of Sales Order: Closed, Sales Order: Cancelled

4. On the Results tab> Columns sub tab

>> *Field | Summary | Formula

>> Ship Via | Group

>> Number | Group

>> Billing Transaction fields... then select Ship Via| Group

>> Formula (Text) | Group | (case when {shipmethod} = {billingtransaction.shipmethod} then 'Yes' else 'No' end)

5. Save & Run