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OTR - Basic Bookings Report
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Last modified on 6/1/2017 8:10 AM by User.

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OTR - Basic Bookings Report

Overview

Every agency tends to run a slightly different set of reports based on their business needs. The database OASIS uses allows an agency flexibility to run or create basically any report to suit their specific needs. One of the most common reports ran, is a simple bookings/orders report showing all orders for the desired timeframe that can be filtered many ways. Two of the most common ways are by manufacturer and customer. Users can see dates, status, amount, commission, overage and more. Follow the steps below to create your own Bookings report.

 Go to Orders, then from the menu bar click Reports and select “Order Transaction Report”

In the Purchase Order Listing Report screen:

-          Select “Booking not canceled”

-          Make “Show Details” and “Show Totals Page” are checked

Leave “Sales Accounts” blank to report on all

Selection tab

This tab allows you to pick which types of orders needed

Also, a specific Customer and/or Manufacturer

Grouping tab

This tab allows you to what field the report is Grouped By

Optional

If wanting to customize the report further, click the Customize button at the bottom on the screen.

If not, skip the steps

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Click Customize and the Report Builder wizard for Orders will open

-          Make Selection, Group, Sort and Layout changes as needed

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Printing

 

Then click Print. This should produce a report similar to the one below.

To produce the report by Customer, follow the same steps as above only Sort by Customer. An example of it is below as well.

 

By Manufacturer

By Customer