Order Reports > General Information

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TurnLink allows you to export order/sales data in a variety of ways via Reports > Orders:

The 'Filters/Results' tab functions like Advanced Search, allowing you to filter for the specific company list you want to report on:

The 'Options' tab allows you to filter for the specific order batch you want to report on. It defaults to show all orders for 'Today'. To change the date range click within the 'Order Date Range' filter box:

Select 'Add Field' to add additional order batch filters.

Order Details:

Brand Name: if applicable/used when you manage more than one brand.
Date: will appear grayed out as it is selected by default. Per above, to change the date range click within the 'Order Date Range' filter box.
Distributors: allows you to filter by specific distributor(s).
Products: filters for orders including: All Products, Selected Products, or Products in Selected Folders, and Products Only, Samples Only, or Products & Samples.
User Entered By: filters by the user(s) who entered the orders. Select TurnLink User(s).
Reps: filters by the Rep(s) On Order. Select Any Reps, No Reps, or Selected Reps.
Comment: Enter order comment text to search.
Entry Method: Imported or Manually Entered (all orders), Imported Only, or Manually Entered Only. Note: When 'Imported Only' is selected you will need to select the import types you want included.

Company Filters:

Advanced Search: All Companies, Current Search (from the 'Filters/Results' tab), or your user specific Saved Searches.
Regional Relationships: Include All companies, Include only Companies with Regional, or Include only Companies without Regional.

Note: If no filters are applied all Orders within your selected date range will be included by default.

If you plan to use the same report options frequently, or to pull up previously saved report options, click on 'Saved Options and Reports'. From here you can save your current options, modify or delete previously saved options, and select from your list of previously 'Saved Options':

Note: when the top righthand menu 'Default to Reports' Toggle is set to 'On' you will be taken directly to the report type dropdown menu:

When the 'Default to Reports' Toggle is set to 'Off' you will be taken to a list of all orders in the batch which can be sorted into the 'Do Not Include' and 'Include' mover boxes. This can be done manually, or automatically by export type by clicking on 'Change Sort Options'. Once the orders are sorted as desired click 'Reports':