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March 14, 2024
Question

Report that lists the Template used

  • March 14, 2024
  • 1 reply
  • 10 views

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 reply

BigRedConsulting
Level 15
March 14, 2024

The template can't be included on any report.