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How can I get a list of Special Order's by year?

Q: I would like to see all my special orders by year. How can I filter my special orders by year?

A: You can get a list of special orders by year using the following options:

Advanced Filter:

To search for special orders by year, follow these directions:

  1. Navigate to Orders > Special Orders > Dashboard > Advanced Filter.

  2. Set the following:

    1. Start Date: Pick the start date you use for the accounting year. For example, if your year starts on January first, set the Start Date to 01/01/2021.

    2. Set End Date: Pick the end date you use for the accounting year. For example, if your year ends on December thirty-first, set the End Date to 12/31/2021.

    3. Show Orders: Check the box for "Finalized" to show all orders for the year in review.

  3. Apply any additional search filters.

  4. Click "Search" (as shown below).
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The filtered special order results by year will then be displayed.

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Special Order Report:

You can download the Special Order Report by going to Report Center > Special Orders. This spreadsheet contains all of the information regarding your special orders. Before downloading, you can select a date range to configure the report within a certain time window. The report breaks down special orders into three separate sheets: by vendor, by Customer, and by all special orders. Click Here for more details about the report center.

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