Thursday, June 13, 2019

Customize the Sales Orders by Customer Report to only display orders created from Webstore

Create a Report of Sales Orders created from Web only.

1.       Navigate to Reports > Sales Orders > Sales Orders by Customer > Customize Summary.

2.       In Edit Columns tab > expand the Bookings folder and add 'Source'.

3.       In the Filters tab > expand the Bookings folder and add 'Source' = Web.

4.       Rename the Report and hit Save.

 


 

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