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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / report all sales-order...
Customer experience | Sales, Customer Insights,...
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report all sales-orders to show order-intake

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Posted on by Community member
I like to know how much sales-orders are booked in NAV in a certain period. Sofar I can only see open orders but this report should also include sales-orders which are already closed/delivered.  This report should then give  overview what is the order intake per period.
 
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  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    report all sales-orders to show order-intake
    Hi,
     
    The steps to create a report for the order are as follows.
     
    1. Select the Order and Order Close entities.
     
    2. Set the filter criteria for the report, here it is set to show orders created in the this year.
     
    3. Grouped by month to show the number of orders per month.
     
    4. Add the Created On, Created By and Status fields in the Order entity and the Created On field in the Order Close entity. Then, keep clicking Next until it's finished.
     
    The report is shown in the following figure.
     
    Best Regards,
    Dengliang Li
     

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