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Order Detail Report

This article describes the Order Detail report, as well as how the report can be used. 

For information on accessing the Order Detail report, please refer to this article: How to Access Data Insights

Article Topics

Report Overview

The Order Detail report provides a detailed breakdown of parts within specific orders or quotes, displaying the following information:

  • Part Number
  • Part Name 
  • Quantity Ordered

Report Use Cases

The Order Detail report can be used to:

  • Track and monitor which parts are frequently ordered / part demand 
  • Analyze the quantity of ordered parts 
  • Identify parts that are commonly ordered together 

Report Parameters

Parameter Parameter Type Notes
Created Start Date Required Date picker in calendar format to select the created start date for the order
Created End Date Required Date picker in calendar format to created end date for the order
Organization Optional Textfield, comma-delimited entry for multiple Organization values
Username Optional Textfield, comma-delimited entry for multiple Usernames values
Type Optional Option to select all order types (e.g. PO, RFQ) or a single-selection

 

Report Export Options
  • PDF
  • HTML
  • Text / CSV
  • XLSX / Excel