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Use order and job reports

Filter order and job activity by period, search the results, and export when needed.

Open and filter

  1. Open Reports > Orders or Reports > Jobs.

  2. Choose the required date range or quick period.

  3. Use search, filters, grouping, and sorting to narrow the results.

Review and use the results

  1. Review customer, status, dates, values, assigned work, loaded count, and the summary row.

  2. Orders and jobs have separate reports. Choose the one whose date and status columns match your question, then select Export to Excel when required.

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