Sample Report

The Sample Report captures details related to sample sales order/purchase orders, including the sample return date and tracking ID. Learn more about tracking samples and adding information to your Sample Report.

On this page: 

Accessing the Sample Report

How to add an order to your Sample Report

Report filters

How to pull a report

How to sort a report

How to create a custom report

How to load a custom report

Totals

Include inactive reps

Updating your Sample Report

CSV Export

 

Accessing the Sample Report

To access the SampleReport:

1. Click into any of your Dashboards (Sales, Production, Finance, or Management)
2. Scroll down to the reports bar
3. Select Samples

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How to add an order to your Sample Report

The Sample Report tracks the sales orders and purchase orders related to a sample order. To add an order to your Sample Report, in the sales order, select the box beside "This is a sample order."

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Report filters

The Sample Report's filters include the:

• Order Rep
• Date

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How to pull a report

Once you have selected your report filters, click Get Report.

To reset all of your filters back to the default, click Reset.

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How to sort a report

Once you have pulled a report, click on a column title to sort that column by alphabetical or numerical order.

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How to create a custom report

You can save specific Search filter selections and create your own custom Sales Rep reports. Your saved reports are only available under your login; they are not shared across your entire team.

Learn how to:

• Create a custom report
• Delete a custom report

 

To create a custom report:

1. Select your preferred filters on the Search tab
2. Click Actions > Save Report
3. In the "Save Report" pop-up, enter a report name
4. Click Save

 

To  delete a custom report:

1. Click Actions > Load Report
2. In the "Load Report" pop-up, select Report
3. Click the    icon next to the report you want to delete
4. In the "Are you sure you want to delete" pop-up: Click OK

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How to load a custom report

1. Click Actions > Load Report
2. In the "Load Report" pop-up, select Report
3. Click Load

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Totals

The Sample Report's totals box (top right-hand corner) displays the total number of rows (samples).

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Include inactive reps

Select the box beside "Include Inactive" to include inactive client or order reps in your reporting.

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Updating your Sample Report

The Sample Report captures:

• The sample's RA number
• The sample's return date
• Tracking ID
• The credit received date

To update your Sample Report:

1. Click the  icon to the right-hand side of the PO you'd like to update
2. Enter the RA number, sample return date, tracking ID, and the date you received the sample credit (continue to add details as needed)
3. Click to Save

To add a note to your Sample Report/PO:

1. Click the icon to the right-hand side of the PO you'd like to add a note to
2. Add a note and set a reminder (optional)
3. Click Add Note

To remove an order from your Sample Report:

1. In the sales order, deselect the box beside "This is a sample order."

To remove a PO from your Sample Report:

1. In the Sample Report, click the Remove button to the left of the PO you'd like to remove

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CSV Export

After you've pulled a report, click Export to export a CSV file of the report details. CSV exports make it easy to organize large amounts of data.

The Sample Report's CSV export contains the:

• Order rep
• PO number
• Sales order number
• Supplier name
• Client
• PO date
• RA number
• Sample return date
• Credit received date

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