Running the Canceled Invoices/Orders Report

Use the Canceled Invoices/Orders report to report on canceled sales orders. This report helps you determine whether certain customers, users, or products generate more wasted orders than others.

For each canceled order, the report gives the following information:

Branch
Order number
Customer name
Order amount
User who canceled the order
Cancellation date

To run the Canceled Invoices/Orders Report:

From the Orders > Reports menu, select Canceled Invoices/Orders to open the Canceled Invoices/Orders Report window.
In the Branch/Territory/All field, enter the branch or territory for which you want to generate a report. Enter ALL to generate reports for all branches and territories.
Use the Start Date and End Date fields to specify the desired date range. You can also specify dates using variable dating.
If you want to report on invoices or orders that contain a specific product, enter a product in the Product field.
In the Sort By area, specify whether you want to sort by Customer, Order #, or Date.
In the Select By area, specify whether you want to report on Invoices, Orders, or Both.
From the File menu, select a report output, such as Print or Fax.

More Options for Reporting on Canceled Invoices and Orders

You also have the following options when reporting on canceled invoices and orders.

To do this...	Use this option...
Narrow the report results using other selection criteria.	Select Selection > Selection Criteria. In the Selection column, enter a value to include for any criteria you want to specify. When finished entering criteria, click OK.
Clear any selection criteria you have specified.	Select Selection > Clear Selection.
Schedule the report to run on a regular basis.	Select Options > Schedule. Use the Phantom Scheduler window to schedule the report.
Forward the report to someone else.	Select Options > Forward. In the Report Forward List window, specify one or more users to whom you want to send the report, and click OK.
Change the heading of the report.	Select Options > User Defined Heading. In the Heading field, enter a custom heading and click OK.
Set Windows Direct options.	Select Options > Windows Direct. In the Windows Direct Options window, specify the options you want and click OK. Note: This option is only available if your company uses Windows Direct.
Specify a remote reporting server.	Select Options > Reporting Server. Select a different server from the list of choices and click OK.