To access the Sale Order Report select Reports in the main menu followed by Sale Order Report in the drop-down menu.

Report Overview

The Sale Order Summary Report gives you a list of all the Sales Order data, including custom fields, for a specified History Status and Date Range. You also have the option to select to filter the report by Address or Pack Date, including Delivery/Packing Instructions and Comments.

Viewing Options

Show Report

Selecting this option will return the list of Sales Orders on the screen 

Export Excel

Selecting this option, your report will run in the background 

You will be notified once the report is ready by the bell in the top left of the screen 

You can then download the file and view in Excel.

Example Report