How do I generate list of kit orders for a period?

Updated on June 3, 2020 07:30AM by Admin

Kit orders app allows you to generate kit orders which are created on a particular period using the report option in the Kit orders list.

Steps to generate

  • Login and access the Kit Orders from the universal menu.
  • Click on the Reports icon on the App header.
Kit Orders

  • In the Reports page, click on the Kit order List on the left panel.
Reports

  • Enter the Created From Date and Created To date.
  • You can take a list by Modified From Date and To Date.
  • Then, click on the View Report.
Created From

  • You can view the list of Kit orders that are created between the selected dates.
  • Click on the Export button to export the report in excel.
View Report

  • Click on the Export button and select the .xls.
  • You can download the Reports by All Fields, Al Fields with Tables, and Current view.
  • All Fields -  the exported report will have all the fields of the Kit Orders app.
  • All Fields with Table’s -  The exported report will have all the fields including the Product/ Services Items.
  • Current view - The exported reports will have only the fields are in the current view
Export

  • The Downloaded report will have all the fields.
Excel

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