The Order Summary report provides a summary of orders placed within a selected date range, with optional delivery date filters to help identify orders containing items scheduled for delivery during a specific period.
Description
The Order Summary report provides a summary of orders placed within a selected date range. You can specify an order date range and optionally filter by the delivery dates of items within those orders.
Additional filters allow you to narrow the results by order status, customer type, revenue type, supplier, delivery status, estimate status, and product.
This report is useful for reviewing order activity over a particular period or identifying orders associated with products and services scheduled for delivery within a specified date range.
Report Example
Available Filters
Use the following filters to define the order and delivery date ranges and select the orders and products included in the report.
| Field Name | Available Values | Default |
|---|---|---|
| Order Start Date | Any date | Beginning of time |
| Order End Date | Any date | End of time |
| Delivery Start | Any date | None |
| Delivery End | Any date | None |
| Status(es) | Payment Pending Confirmed Cancelled Closed |
Payment Pending Confirmed Closed |
| Customer Type(s) | Standard EAC Show Organizer |
All |
| Revenue Type(s) | Any revenue type defined in your system | All Revenue Types |
| Supplier(s) | Any supplier in your system | All Suppliers |
| Delivery Status | Delivered Not Delivered All |
All |
| Estimate Status | Estimated Charged All |
All |
| Product(s) | Any product used in your system | All |
Filter Details
Order Start Date and Order End Date: Define the range of order dates included in the report. By default, the date range extends from the beginning of time through the end of time.
Delivery Start and Delivery End: Allow you to limit results based on the delivery dates of items within orders. Both fields are unset by default.
Status(es): Determines which order statuses are included. By default, Payment Pending, Confirmed, and Closed orders are included. Cancelled orders are excluded unless selected.
Customer Type(s): Allows you to filter orders by customer type, including Standard, EAC, and Show Organizer. All customer types are included by default.
Revenue Type(s): Allows you to limit results to selected revenue types defined in your system. All revenue types are included by default.
Supplier(s): Allows you to filter results by supplier. All suppliers are included by default.
Delivery Status: Allows you to include delivered items, items that have not been delivered, or all items regardless of delivery status. All is selected by default.
Estimate Status: Allows you to filter results by whether items are Estimated or Charged. All is selected by default.
Product(s): Allows you to limit the report to selected products. All products are included by default.
Tip: Use Order Start Date and Order End Date to review orders placed during a specific period. To focus on items scheduled for delivery, use Delivery Start and Delivery End. Combine these with Delivery Status to identify items that have or have not been delivered.
Sample Report
Open the Order Summary PDF to see an example of the finished report, including orders selected by the specified date ranges and filters.