Sunday, May 5, 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):
  • Date
  • Applying Transaction
  • Applying Transaction Fields … Choose Date

 

    5. Enter a Search Title

    6. Click Save & Run

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