Purpose: This report lists orders for the person/firm in the specified date range. The report format is customized for each association and usually includes the name, address, order number, product code, product description, price including any taxes and shipping costs, order total, amount paid, and amount due.
Launch Point: This report can be launched from the following location(s):
•Products → Reports → Financial →
•Names → File Maintenance → Reports Drop-Down Menu →
Note: When run from the reports drop-down menu step 3 will be set to Specified Person and the active record will be selected. So you need to have the Names file maintenance record to work with open prior to launching the report
•Firms → File Maintenance → Reports Drop-Down Menu →
Note: When run from the reports drop-down menu step 3 will be set to Specified Firm and the active record will be selected. So you need to have the Firms file maintenance record to work with open prior to launching the report
Example: When the report is launched the report wizard will open