Company

Select one company from the list.

Sales order date

From: Enter the start date assigned to sales orders or click the calendar icon to select the date.

To: Enter the end date assigned to sales orders or click the calendar icon to select the date.

You can opt to select the Earliest date or the Latest date possible for the sales order dates.

Limit invoice number(s)

In the Keywords field, enter a portion of one or more invoice numbers to be added on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Limit sales order number(s)

In the Keywords field, enter a portion of one or more SO numbers to be added on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Limit project(s)

In the Keywords field, enter a portion or the entire ID of one or more projects to be added on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Limit customer(s)

In the Keywords: (ID + Name) field, enter a portion or the entire ID of one or more customers to be added on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Limit sales representative(s)

In the Keywords: (ID + Name) field, enter a portion or the entire ID of one or more sales representatives to be added on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.