Operations Report - Include Package ID

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Permanently deleted user

• January 17, 2023 17:41

User Story: 

As a CRA, I would like the operations report to include the Package ID along with the other data points. This would provide CRAs with an easy overview into which packages are being ordered most, and by which clients. 

Current Behavior: 

Currently, the operations reports have the Search ID data point rather than the Package ID data point. 

1

• Official comment

  

  Sydney

  • January 20, 2023 16:18

  Hi Pierre Rhodes!

  Did you know that you can access this information in relation to an invoice? If you have a client asking how many times a certain package was ordered, you can do so by pulling up the respective invoice(s) in the Accounting tab and then select "export all invoices below to a CSV file."

  From there, you will have the option to include/exclude a myriad of data points as shown below:

  

   

  If the client is only inquiring about the packages they ordered in that time frame, you can uncheck the boxes next to Invoice Summary Field Set and Client Contact Fields (and you can even include the branch invoice data).

  I hope this is helpful in your reporting needs! Please let us know if you have any questions, or feel free to submit a Support ticket.

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• 

  Pierre Rhodes

  • January 17, 2023 18:06

  We actually got asked this a few times. If we can provide info on what packages have been ordered and we could not provide that :(. Great idea.

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