Orders (Bookings)
- Stephanie Pepper (e-manage|ONE)
The Orders (Bookings) Analysis will give you the opportunity to create a historical or current Booking report. Historically meaning you can create a report based off of past dates vs. viewing your Current Backlog which will always show you current data.
You can choose from several different criteria options using the left panel to select items such as specific Salespeople, Project Status', Project Types and more. You can also use the middle section to select Orders based off critical information such as Order Book Date, Completed vs. Not Completed, Invoice Dates and more.
If you choose to run without selecting any criteria it will show you ALL orders that have not been cancelled in your division.
From within the grid you can group items, filter down, create summaries, sort, export the data and more. See here for more information on how to customize grids.