Report to Show Sales Orders Created Per Week per Sales Rep
Navigate to List > Search > Saved Searches > New
Click on Transaction
For the Criteria:
Type is Sales Order
Mainline is True
For the Results :
Field = Sales Rep
Summary = Group
Field = Formula (text)
Summary = Group
Formula = CASE When {status} = 'Pending Fulfillment' then {Internalid} END
Custom Label = Open Sales Order
Summary Label = Open Sales Order
Field = Formula (text)
Summary = Group
Formula = Case When TO_CHAR({datecreated}, 'WW') = TO_CHAR({today}, 'WW') then {internalid} end
Custom Label = Order Created This Week
Summary Label = Orders Created This week
Field = Formula (text)
Summary = Group
Formula = CASE When {status} = 'Billed' then {Internalid} END
Custom Label = Billed Orders
Summary Label = Billed Orders
For this example, note that I used the Sales order status Pending Fulfillment as an identifier is the sales orders created by the sales rep is still open.
Click on Transaction
For the Criteria:
Type is Sales Order
Mainline is True
For the Results :
Field = Sales Rep
Summary = Group
Field = Formula (text)
Summary = Group
Formula = CASE When {status} = 'Pending Fulfillment' then {Internalid} END
Custom Label = Open Sales Order
Summary Label = Open Sales Order
Field = Formula (text)
Summary = Group
Formula = Case When TO_CHAR({datecreated}, 'WW') = TO_CHAR({today}, 'WW') then {internalid} end
Custom Label = Order Created This Week
Summary Label = Orders Created This week
Field = Formula (text)
Summary = Group
Formula = CASE When {status} = 'Billed' then {Internalid} END
Custom Label = Billed Orders
Summary Label = Billed Orders
For this example, note that I used the Sales order status Pending Fulfillment as an identifier is the sales orders created by the sales rep is still open.