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

•         Number || Summary Type = Group

•         Applying Transaction

•         Applying Transaction Fields … Choose Date

 

    5. Enter a Search Title

     6. Click Save & Run