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How can I customize the Filtered Order Report?

Updated over 3 months ago

Q: I would like to customize the Filtered Special Order Report. How can I do that?

A: You can easily customize the columns that are displayed on a filtered order report in the Report Center. To do this follow these instructions:

  1. Go to Report Center > Special Orders.

  2. Hover your mouse over the Filtered Order Report and click "Edit" (as shown below).

  3. Check or un-check the boxes for the stages and fields you want to include or remove from the report.

  4. Click "Save."

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