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Level 1

Historic Open Order Report

The open sales order report works very well for any point in time.  However, I want to go back in time and compare my open orders from prior months/years.  How can can create an open order report that will give me what was open at any point in time in history?

4 Comments
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Level 15

Historic Open Order Report

This is a standardized reporting function. If the report offers it, of course. Run any report, then use Customize and look bottom right of the display tab. If there is a button here for "Advanced" click it. This is where you find any Advanced Options, including the choice of As Of Report Date, or As Of Current. Not all reports offer this Advanced button and the options here will be specific to the report, if it exists at all. For instance, this button is how you select for the Financial reports to include all rows or columns even if the account value is 0, or exclude balance sheet accounts that are at 0.

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Level 1

Historic Open Order Report

Doing that will provide the open orders as of the report date but only if those orders are still open as of today.  If the orders open today were not placed yet in the prior period, they do not show up on the prior period report.  Therefore, as I go back in time with the report date the open orders are reduced.  I want to know what the historic open orders were as of a given date in the past.  For example, I would like to know what the Dec 2017 open orders were at that time and compare that to open orders as of Dec 2018.

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Moderator

Historic Open Order Report

Hi timgoeben,

 

Thanks to @qbteachmt. She has shared a lot of information about how to customize a report.

 

If you're looking for a comparison report, you'll need to run the open order report twice. One is for 2017 and other one is for 2018. You can export them to excel and merge them from there.

 

If you need anything else, please let us know. We'll be happy to help. 

 

 

Highlighted
Level 1

Historic Open Order Report

If I run the report today (Dec 2018) and put the date of Dec 2017, it will show me the open orders as of Dec 2017 but only if they are still open today in Dec 2018.  I am happy to run more than one report but it is not showing me what was open at that time.  How can I run a report today - Dec 2018 - to show me what was open as of Dec 2017?

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