Description
This article explains how to open Analyse Sales Report by Sale Orders list. This report display Sales Orders List grouped by list category.

Detail Steps
To access Report:
- Open WMS
- Select Reports > Sales > Sales Summary > By List Category
- Select Report Set (select *Default if no additional customisations done)
4. Select Customer or *Show All

5. Select Location or *Show All

5. Select Item or *Show All

6. Select Salesperson or *Show All

7. Select Date range

8. Select Date Type

9. Select Sale type:

10. Select Priority or *Show All

11. Select Approval or *Show All

12. Choose List

13. Select Report Type: Summary or Detail
14. Open Advanced Tab

15. Select Supplier or *Show All
16. Select Pick Status or *Show All
17. Select Filter Status: By Order or Line
18. Select Purchase Order, Job Code, Referral Source and default Salesperson or *Show All
19. Generate Report
Example Report in Summary Type:

Example Report in Detail Type:

If encounter issue running Report please contact Datapel Support team.
Reporting
Exporting Reports