Sales Order Report

Learn how to generate and interpret a Sales Order Report

David Andrade avatar
Written by David Andrade
Updated this week

You can quickly generate and download the information you need about your ‘Sales Orders’. To access this data, follow the next steps:

Generating the Report

1. Go to Reports menu

Click in ‘Reports’, on the left side of the screen, and then in ‘Sales Orders’.

2. Filter and customize your data

Here you can customize your report by adding some filters.

‘Time period’: refers to the due date time interval of the Sales Orders to be presented. You can either define it, by clicking on the clock symbol, in a basic (selecting start and end date) or relative way (for example, ‘Today’, or ‘Last 7 days’). If you choose a relative time period, you can also choose to schedule the report - learn more about it here. The time interval cannot exceed one month.

‘Sales Order status’: You can define if you want to see only ‘Open’, ‘Archived’ or ‘Closed’ orders, and any combination of those.

'Consider entries without due date set': Since the due date is not a mandatory field on each sales order, activating this box will allow you to also extract orders with no due date defined in Autodesk Fusion Operations.

‘Product’: You can select a product, and see all Sales Orders within your period that contain this product.

‘Sales Order’: You can search for a specific Sales Order and see the report just on that one.

Once you get the filters defined, click on ‘Generate Report.’

3. Generate the Report

Once you get the filters defined, click on ‘Generate Report.’

If the message shown below is presented, you can choose to generate a report in excel or in pdf, by pressing the desired option.

If the message shown below is presented, you must reduce timeframe or add additional filters to your report.

Moreover, if you already know you want to generate the report in PDF or Excel, you can also use directly the dropdown button, next to the "generate report" one, on the bottom of the page. After pressing it, you have the option to select the Excel (1) or PDF (2) option.

Once you've chosen the desired format for the report, a page will open, displaying a list of all reports generated in the past five days. This list includes the name of the generated file, the report's expiration date, and its status:

  • Waiting: This indicates that the report is in a queue for generation.

  • Generating: This means that the report is currently being generated by the system.

  • Download: This means the report is ready to be downloaded and saved to your computer. By clicking this link, you can download the selected report in the defined format.

You can check all the generated reports, within a five days range, by going to the Reports tab and pressing the option "View Recent Reports".

Interpret and download the results

After generating the report, you'll see your sales orders’ details.

You’ll be shown nine columns, where you can see:

  • Due date : Due date of the Shipping.

  • Requested date: Requested date of the Shipping.

  • Shipping code: Code of a shipping that is contained in a Sales Order.

  • Sales Order code: Code of the Sales Order.

  • Product: Product code for the ordered product.

  • Quantity Ordered: Quantity ordered for the product in this line.

  • Price: Defined price at which the buyer is purchasing this item from you.

  • Observations: Observations you might have made in the shipping.

  • Shipped Quantity: How much quantity you have already shipped.

If after reading this article you still have some doubts, feel free to reach out to us through our Live-chat feature, or directly to your CSM.

Need help? Request a Fusion Operations expert to contact you here.

Did this answer your question?