Open Orders Report (By Ship Date)
What is Open Orders Report (By Shipping Date)
The Open Orders Report (By Shipping Date) is a vital tool within XoroERP that empowers users to gain comprehensive insights into pending orders, facilitating better decision-making and streamlined operations. Similar to other framework-based reports, it offers extensive customization options and a user-friendly interface for enhanced usability.
Understanding the Open Orders Report
Unlike standalone reports, the Open Orders Report (By Shipping Date) is structured within a framework, enabling users to tailor its layout and content according to their specific requirements and analytical needs. It provides a structured view of pending orders, categorized by their respective shipping dates.
Accessing and Customizing the Report
Users can navigate to the Open Orders Report (By Shipping Date) through the following steps:
Navigate to Menu >Reports > Sales > Open Orders (By Shipping Date).
Clicking on the report icon allows users to select between the "Grid" or "Pivot Table" format, offering flexibility in data presentation.
Managing the Report
Report Filters
Predefined filters are available at the report level, including Period, Customer, Item, Description, and Brand. Users can select filter options from dropdowns to refine the data displayed.
These filters available in the XoroERP Open Orders Report (By Ship Date) provide users with granular control over the data they analyze, enabling precise insights into pending orders. Here's a breakdown of how each filter operates within the context of the report:
Ship Date: This filter allows users to narrow down the report data based on the specific shipping date of the orders. By selecting a particular date or date range, users can focus their analysis on orders shipped within that timeframe, facilitating timely decision-making and order management.
Sale Store: Users can utilize this filter to isolate data related to orders originating from a particular sales store. Whether analyzing performance by store location or tracking sales trends across different branches, this filter provides the flexibility to segment and compare data based on sales store names.
Ship Store: Similar to the Sale Store filter, the Ship Store filter enables users to refine the report data based on the store responsible for shipping the orders. This functionality is particularly useful for businesses with multiple distribution centers or warehouses, allowing them to monitor order fulfillment performance at each location.
Line Status: This filter allows users to categorize orders based on their current status, such as Open, Partially Shipped, or Shipped. By filtering data according to line status, users can track order progress, identify bottlenecks in the fulfillment process, and prioritize actions to ensure timely delivery and customer satisfaction.
Item or Desc: Users can filter the report data based on specific items included in the orders or their descriptions. This filter facilitates detailed analysis of product sales, inventory management, and customer preferences, helping businesses optimize their product offerings and marketing strategies.
Item Group: This filter enables users to segment report data according to predefined item groups, such as accessories, apparel, or electronics. By categorizing orders based on item groups, businesses can gain insights into sales performance across different product categories and tailor their inventory management strategies accordingly.
Brand: Users can filter report data based on the brand of products included in the orders. This filter is beneficial for businesses that carry products from multiple brands, allowing them to analyze brand-specific sales trends, identify top-performing brands, and make informed decisions regarding product selection and marketing initiatives.
Category: Similar to the Item Group filter, the Category filter allows users to segment report data based on broader product categories.
Customer Group: This filter enables users to categorize orders based on the customer groups to which they belong. By filtering report data according to customer segments such as wholesale, retail, or VIP customers, businesses can tailor their marketing efforts, pricing strategies, and customer service initiatives to meet the unique needs of each customer group.
Customer Name: Users can filter report data based on the names of customers who placed the orders. This filter allows businesses to track individual customer orders, analyze customer purchasing behavior, and personalize their interactions with customers based on their preferences and order history.
Pivot Table Rows and Columns:
These sections organize data hierarchically in the pivot table format, providing a structured view of pending orders based on shipping dates.
Customizable Columns: Users can tailor the columns displayed in the report by clicking the settings icon next to each column header. This feature allows for personalized data presentation tailored to specific reporting needs.
To modify values and labels associated with a specific field in the Open Orders Report (By Ship Date), you can utilize the filter header. Let's say you want to edit values related to the "Base Part" field. Here's how you can do it:
Accessing the Edit Feature: Click on the column header/filter corresponding to the "Base Part" field within the report interface.
Editing Values and Labels: Upon clicking, an in-built popup window will appear, providing access to edit values and labels associated with the "Base Part." Here, you can add or remove values or labels by checking or unchecking the respective boxes.
Filtering and Editing: Utilize the checkboxes to filter the selected column header by values or labels, allowing you to make specific edits based on your requirements.
Clearing Filters: If you wish to remove the filter entirely, simply click on "Clear Label Filter" within the popup window.
By following these steps, you can efficiently customize values and labels associated with the "Base Part" field in the Open Orders Report (By Ship Date), ensuring the report aligns with your analytical needs and preferences.
Toolbar Options:
The toolbar offers a range of controls aimed at enhancing the management and customization of the Open Orders Report:
File:
Save My Layout: This option enables users to save their current report layout, preserving any modifications made.
Restore Layout: Users can restore the previously saved layout of the report using this option.
Restore Filters: This functionality allows users to revert any applied filters to their original settings.
Save as New: Users can save the current report as a new file, allowing for versioning or different configurations.
Tools:
Expand All: Users can expand all sections of the report to view detailed data.
Collapse All: This option collapses all sections of the report, providing a more concise view.
Fill Group Cells: Users can fill empty cells within grouped sections of the report with relevant data.
Hide Group Cells: This option allows users to hide empty cells within grouped sections, streamlining the report's appearance.
Export:
Grid: Users can export the report data in grid format, retaining the tabular structure of the report.
Chart: This option enables users to export the report data in chart format, providing visual representations of the data.
Users can seamlessly switch between grid and chart formats to suit their analysis needs, leveraging the diverse presentation options offered by the Open Orders Report in XoroERP.
Layout and Formatting Options:
Users can customize the appearance and structure of the report for improved readability and data analysis.
Format
Format Cells
Value Selection: In this section, you have the option to select a value from the dropdown menu, including All Values, and Quantity Remaining to Ship. Choose the value you wish to format.
Text Alignment: This determines whether the text aligns to the left or right of the field.
Thousand Separator: This setting allows you to specify how the Home Currency value is separated by thousands. Options include space, comma (","), or period ("."). For instance, selecting space would display 4 205, while choosing "," would result in 4,205, and "." would yield 4.205.
Decimal Separator: You can choose between a comma or period as the decimal separator.
Decimal Places: This option enables you to specify the number of decimal places you want the value to display.
Currency Symbol: Here, you can input the symbol representing the currency.
Null Value: This field denotes the absence of a value.
Format as Percentage: This setting can be toggled between true or false to determine whether the value is displayed as a percentage.
Conditional Formating
Conditional Formatting empowers users to customize the appearance of cells within the grid based on predefined conditions. This feature offers flexibility in highlighting values within a designated range, enhancing data visibility and analysis. Users can choose to apply conditional formatting to all values or specifically to those in Home Currency, tailoring the formatting conditions to their preferences. This includes options to adjust font styles, sizes, and other visual attributes, ensuring that the presentation of financial data aligns with individual reporting needs.
To add a condition, click the "+" button labeled "Add Condition." You can add multiple conditions by clicking the "+" window..
Values: Choose between applying conditional formatting to All values or exclusively to the Home Currency. Select your preferred option from the dropdown menu. Next, specify the condition by selecting "greater than," "equal to," or "less than" from the dropdown menu in the subsequent field. Enter the desired value in the adjacent field. In the Format section, select the font from the relevant dropdown menu. Additionally, choose the color and size of the text to customize the formatting according to your preferences. Click Apply to apply the condition.
Layout Options
You have the option to specify the layout preferences for the report, determining how it will appear both on-screen and when printed. You can do so by clicking on the Options button. It will open the popup window where you will get the following options:
Grand Totals: This setting determines the display of grand totals within the report. You can choose whether to include grand totals or not, and specify whether you want them to be shown for rows only, columns only, or both.
Subtotals: Similar to grand totals, this setting controls the display of subtotals within the report. You can choose whether to include subtotals or not, and specify whether you want them to be shown for rows only, columns only, or both.
Layout: This feature enables you to select from various layout options, including compact, classic form, and flat form layouts, providing flexibility in how the report is presented and organized.
Fields
When you click on the Fields button within the Open Orders Report (By Shipping Date) interface, a popup window will appear, granting access to modify the fields displayed in the report view. Within this popup, you can add or delete fields according to your requirements. Simply tick the checkbox next to the fields you wish to include in the report view. Additionally, you can easily rearrange the order of fields by dragging and dropping them as needed.
Calculated Values: Users can include calculated values in the report, offering insights into key metrics and performance indicators. Options for customizing formulas and enabling individual value calculations enhance data granularity and analysis capabilities.
Right Click Options
Rows
Field Headers
Right-clicking on the Row Field headers unveils a dropdown menu presenting various options tailored to your needs:
Open Filter: This option grants access to the filter settings, enabling you to open and make edits as necessary.
Move to Column: By selecting this option, you can relocate the filter to the Columns section of the report. Once moved, the filter will be integrated into the Column section, influencing the data presentation accordingly.
Move to Report Filters: Opting for this choice moves the field to the Report Filters section of the report. This action allows you to organize and streamline the report's filtering mechanisms for enhanced data refinement.
Remove Field: This option empowers you to remove the field entirely from the report, decluttering the interface and refining the focus of your analysis.
Columns
Drill Through: This feature provides users with a more detailed view of the selected value, allowing for deeper analysis and exploration of underlying data.
Number Formatting: By selecting this option, users can access the Format Cells popup window, where they can customize the formatting of the selected values. This includes options such as adjusting decimal places, specifying thousand separators, and selecting currency symbols to enhance the clarity and presentation of numerical data.
Conditional Formatting: This functionality directs users to the Conditional Formatting popup window, where they can define and apply conditions for formatting the selected values based on specific criteria. This enables users to visually highlight important data points or trends within the report, improving data interpretation and analysis.
Edit Total: With this option, users can modify the total value displayed for the selected field or fields using the Calculated Value feature. Users have the flexibility to choose the preferred aggregation method, such as Count or Distinct Count, and apply custom formulas to edit the total according to their requirements. This allows for tailored adjustments to the aggregated data, providing insights aligned with specific analytical needs.
Remove Measure: Selecting this option removes the particular field from the report, allowing users to streamline the report's content and focus on the most relevant data points for their analysis.
In conclusion, the Open Orders Report (By Shipping Date) serves as a valuable asset for businesses seeking to streamline order management processes and optimize resource allocation. Its robust features and customizable framework provide users with the tools they need to navigate complex data sets and derive actionable insights for improved decision-making.
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