Reports about sales orders
SECURITY Refer to Required Permission for each report
NAVIGATION Refer to Path for each report. Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. To publish a LiveReport, refer to Publishing LiveReports.
LiveReports
Sales order detail
Required Permission |
Administrator or Manager security level. May be published to other security levels, departments, or resources.
|
Path |
> Reports > Report Categories > CRM > LiveReports section Or, other category tabs the report is published to |
Description |
This report shows sales orders with sales order dates within the selected date range. Columns include the Sales Order Status field, so you can monitor your sales orders until they are fulfilled. |
|
Back to customer and sales reports