> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/reports/sales/all-orders-report-by-order-date-all-customers.md). # All Orders Report (By Order Date) – All Customers The **All Orders Report (By Order Date) – All Customers** provides a comprehensive overview of sales orders created within a selected date range. The report displays order details, customer information, ordered quantities, shipped quantities, and order values, helping businesses monitor sales activity over time. In addition to sales orders, this report can also be used to view **Transfer Orders** by selecting the required **Period** and applying appropriate filters. This makes it useful for tracking transfer orders created during a specific time period, along with their quantities and fulfillment status. ### Running and Customizing All Orders Report (By Order Date) – All Customers To access and work with the **All Orders Report (By Order Date) – All Customers** in XoroERP, follow these steps: 1. Navigate to **Menu > Reports > Sales > All Orders Report (By Order Date) – All Customers**. 2. Click the **Report** icon to view the report in either **Grid** or **Pivot Table** format, depending on your reporting requirements.
### Report Filters The report provides multiple filters to help users narrow down the data based on specific business requirements. These filters are available at the top of the report screen. * **Period:** Filters the report based on a predefined time period or a custom date range. You can select predefined periods such as **This Week**, **This Month**, **Last Month**, **This Calendar Year**, etc., or specify custom **From** and **To** dates. This filter can also be used to view **Transfer Orders** created during a particular period. * **Sale Store:** Filters the report by the sales store from which the order was created. * **Ship Store:** Filters the report by the shipping store associated with the order. * **Line Status:** Displays orders based on the status of individual order lines. * **Item or Desc:** Searches for orders using the item number or item description. * **Item Group:** Filters the report by item group. * **Brand:** Filters the report by product brand. * **Category:** Filters the report by product category. * **Customer Group:** Filters the report based on customer groups. * **Customer Name:** Searches and filters the report by customer name. After selecting the required filters, click the **Refresh** icon to apply the changes.
### All Orders Report Fields | **Field** | **Description** | | --------------------------- | ---------------------------------------------------------- | | Order Number | Displays the unique sales or transfer order number. | | Order Date | Displays the date on which the order was created. | | Customer | Displays the customer associated with the order. | | Item | Displays the item included in the order. | | Total Sum of Qty Ordered | Displays the total quantity ordered for the selected item. | | Total Sum of Ordered Amount | Displays the total monetary value of the ordered items. | | Total Sum of Qty Shipped | Displays the total quantity shipped against the order. | These fields provide a consolidated view of order activity, allowing users to monitor customer orders, transfer orders, order values, and fulfillment progress over a selected period. Users can customize the report by adding, removing, or rearranging columns according to their reporting requirements. For example, users can include fields such as **Order Type**, **Ship Store**, **Customer Group**, **Brand**, **Category**, **Qty Shipped**, **Ordered Amount**, **Reference Number**, or other available fields to tailor the report for specific analysis. ### Toolbar The toolbar provides several options for managing and customizing the report. 1. **File:** * **Save My Layout:** Saves the current report layout for future use. * **Restore Layout:** Restores the previously saved report layout. * **Restore Filters:** Clears all applied filters and restores the default filter settings. * **Save as New:** Saves the current report configuration as a new custom report. 2. **Tools:** * **Expand All:** Expands all grouped records to display detailed information. * **Collapse All:** Collapses all grouped records to provide a summarized view. * **Fill Group Cells:** Populates empty cells within grouped records with their corresponding group values. * **Hide Group Cells:** Hides repeated group values for a cleaner and more compact report layout. 3. **Export:** Users can export the report in the following formats: * **Grid** * **Chart** ### Layout and Formatting Options The report includes several customization options to modify its appearance and presentation. #### Format The **Format** window allows users to customize how values are displayed within the report. Users can select which value to format, change text alignment, configure thousand and decimal separators, specify currency symbols and formatting, display custom values for null fields, format values as percentages, and apply conditional formatting based on predefined conditions. Multiple conditional formatting rules can be added to highlight important data. #### Options The **Options** window allows users to customize the report layout and display settings. Users can configure: * **Grand Totals** to display totals for rows, columns, both, or hide them entirely. * **Subtotals** to display subtotal rows, subtotal columns, both, or hide subtotals. * **Pivot Table Layout** by selecting **Compact**, **Classic**, or **Flat** form. Click **Apply** to save the changes.
#### Fields The **Fields** window allows users to customize the report by selecting, organizing, and calculating the information displayed. Within this window, users can: * Search for available fields. * Add or remove fields from the report. * Drag and drop fields into **Report Filters**, **Rows**, **Columns**, and **Values** to customize the report layout. * Rearrange existing fields to change how data is grouped and summarized. * Create calculated values using the **Add Calculated Value** option for custom reporting requirements. For example: * Drag **Order Type** into **Report Filters** to display only **Transfer Orders**. * Drag **Ship Store** into **Rows** to analyze orders by shipping location. * Drag **Brand** or **Category** into **Columns** to compare sales across products. * Drag **Ordered Amount**, **Qty Ordered**, or **Qty Shipped** into **Values** to summarize order performance. **Add calculated value:** Click **Add Calculated Value** to create custom calculations that are not available by default. You can define calculated values using mathematical operators and supported functions such as **SUM**, **AVERAGE**, and other system-defined functions. Once created, the calculated value can be added to the **Values** section to include it in the report.
Click **Apply** to update the report with the selected configuration. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.xorosoft.com/xoroerp-1/reports/sales/all-orders-report-by-order-date-all-customers.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.