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Daily open order report

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Posted on by MattBarnum1

Hey there, this may be way too much ask but, I need help with my daily open sales order report. I have a pretty basic grasp of excel and have only been using NAV for a few days.

I'm not having any problems exporting the data into excel or putting together my report. I'm wondering if there is a way to to combine the new data with the existing report. (I think I figured out how to do that it just deletes the colors I put in to indicate the status. Not a huge deal) what I really need to know is if there is a way to get delivered sales orders to fall off after a few days to reduce clutter.

I realize this is a giant ask. Any help at all would be greatly appreciated.

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JAngle 89 on at

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RE: Daily open order report

To save manipulation of excel files you could use the ability to create saved views. Add filters for the required fields and then save it. If you have to present it to others in an offline format create a web service for the sales order list page which you can then consume in excel or power bi

docs.microsoft.com/.../across-how-use-financials-data-source-powerbi

www.eonesolutions.com/.../
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Marco Mels on at

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RE: Daily open order report

Hello,

Would PowerBi report give you the report you need? You can embed these into NAV /BC.

Thanks.