The “Orders in progress” report allows you to see a list of all orders that are in progress at the time the report is generated.
The report is generated for all created orders, except for those in the status groups “Won” and “Lost”.
There are two parameters by which the report is generated.
Location. Here you can select one / several / all locations if there is more than one.
Order Type. Use this option to see the created orders by different types.
Set the necessary parameters and click “Apply”.
The report is generated with the basic information on the order: date and time of creation, order number, order type, client and his phone number, asset, current order status, cost, and the total amount of the order. At the bottom, the total number of orders, the total cost, and the amount of the order are displayed.
You can also customize the display of columns in this report. To do this, click on the table button and check the required columns.
The report can be printed or exported to your PC as an Excel file. The Excel file contains more detailed information about the report.