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DanBu
Level 3

Report that lists the Template used

I'm looking for a Report for Sales Orders that will include a column showing which Template was used from the dropdown menu of Templates. This will help me identify various types of Sales Orders by group. 

 

I see that I can filter Sales Order by Customer to only populate one or multiple Templates, but I am looking for a report that will show ALL Sales Orders by Customer and also indicate which Sales Order Template was used for each Sales Order. 

 

Thank you for any assistance!

Dana

1 Comment 1
BigRedConsulting
Community Champion

Report that lists the Template used

The template can't be included on any report.

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