59.5.4.18 Orders Situation

Report Filters

All the parameters that permit a detailed report generation have been spread across seven different tabs to allow a more manageable configuration. By default, all filters are disabled (i.e., either blank or unselected); to enable them, it is enough to configure at least one parameter inside. Available filters include:

•Reference date: Set the period on which orders will be searched, that is, the period for which they are valid according to their contractual dates.

•Based on: Specify the criteria for filtering orders. Available filters include by-customer, by-account executive and by-agency.

•Customer: Indicate the customer for which the report will be generated.

•Stations: Choose the station from which order data will be retrieved.

•Sort by: Specify the criteria for sorting retrieved orders, select between order (code) or type (of asset).

Report Preview

The [Settings] permits configuring the page layout of the outgoing document; once filters and settings have been set, it will be possible to select between displaying a preview using the related [Preview] button or printing the document directly using the [Report] button. Please note that some reports permit the export of the generated document in the most common formats (pdf, CSV, doc, xls, XML, etc) just by using the [Export] button.

Orders_Situation_preview