Sample History Summary
The summary report is an interactive history tool very similar to the my order summary reports. Use the update button to view the current filter information:
Switch between row views:
- By User – by checkout user
- By Manufacturer
- By Customer
Show detail will show checkout details.
Click on lined (blue) text to further filter the selection (e.g. select a customer then switch to manufacturer view to identify the kits shown to the customer –by manufacturer). In the screen below, the customer "ARCH" was clicked on and only the records for that customer: