Sales Order Data

Reports > Transaction > Sales Order Data

The Sales Order Data Report presents detailed information on sales orders.

Screenshot of the Sales Order Data Report general information, filter, and item sections as described on this page.

  1. Name - enter a report name
    Default: Sales Order Data

  2. Output - select output format
    Csv, Excel, Html, Json, or Pdf (default)

  3. Template - select a report template

  4. Reset - click to reset to default options

  5. Statuses - filter by sales order status(es)

  6. Expected Date - filter by expected date range

  7. Order Date - filter by order date range

  8. Item - filter by item

  9. Item Tags - filter by item tags

Screenshot of the available columns for the Sales Order Data Report as described on this page.

  1. Search - search for available columns
    Note: Columns are defined below

  2. (+) - click or drag and drop to move available sort columns to the Selected Columns field

  3. Drag and Drop to rearrange Selected Columns or click the Trash Can to remove a column from the selected columns field

  4. Group By - choose one of the available column types to insert pages breaks at changes in value of the selected field

  5. Include Total Row - check to include a total row at the bottom of the report

Screenshot of the available sort columns for the Sales Order Data Report as described on this page.

  1. (+) - click or drag and drop to move available sort columns to the Sort By field.
    Note: Selected Columns (Step 31) are available for sorting.

  2. Drag and Drop to arrange Sort By columns in order of sort priority or click the Trash Can to remove a field

Screenshot of the formatting options for the Sales Order Data Report as described on this page.

  1. Paper Format - choose a paper format
    CR80
    Legal
    Letter (default)

  2. Orientation - choose orientation
    Landscape
    Portrait (default)

  3. Include Header - check to display report header on PDF or header row on CSV

  4. Include Footer - check to display report footer on PDF

  5. Include Filter - check to display selected filters on PDF

  6. Save as Template - click to save the selected filters and columns as a template
    Screenshot of the Edit Tempate modal as described on this page.

    1. Name - enter a template name

    2. Public - check to make the template available to other users

    3. Security Roles - select the security roles that can access a Public template

    4. Cancel - click to return to the previous screen without saving the template

    5. Save - click to save the template

  7. Reset - click to reset to defaults

  8. Request Report - click to request report
    Note: Report will appear in the bell icon when complete

Columns

Column Definition
Average Cost Cost of each Item divided by the number of different items
Average Quantity Ordered Average Quantity of selected orders
Building Building
Created By User who created transaction
Created Date/Time Date and time transaction was created in TITAN
Current Date Date report is requested
Expected Date Expected Date
Item Cost Item Cost on Order
Item Description Item Description
Item Identifier Item Identifier
Manufacturer Manufacturer
Manufacturer Item Number Manufacturer Item Number
Order Identifier Order Identifier
Order Total Order Total
Quantity Ordered Order Quantity
Requested By User who requested the Order
Requested Date/Time Date/Time the Order was requested
Total Cost Total Cost of order