3.3 Order Reports

Reports are used to view or save it as a PDF or spreadsheet. Options to filter the output are available for each report. Note that the system memorizes your filter settings from your previous sessions.

• 1. 1. Navigate to Reports

     2. Under Order you can access many Order Reports

Order Report - Shows the list of Orders created within the requested period.

Orders About to Expire - Shows the list of Orders that are about to expire.

Upcoming Billings Report - Set the Start and End Date in the Filters below to view the billing that would occur within the specified interval.

Order Line Item Report - Shows the list of order line items during requested period.

Fig 12.0 shows how to access the order report

3. Fill in all the filters as applicable in the screen you see as per the type of Order report you are trying to pull out.

4. You can view by clicking Refresh button or save it as a PDF or spreadsheet or csv