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NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop.

Use the Order Status
Report to print a list of individual orders and their statuses. The report includes all preproduction or production orders that match a certain
criteria. Criteria can be based on all statuses, a single status, or a
predefined filter. In addition, the report can also be limited to a certain
due date and/or a certain vendor. Once the criteria has been selected,
you can choose how the orders should be sorted, by order number, due date,
or client name.

The report includes the order number, due date, status, vendor, and
client name for each order. The report also tells the total
value, taken from the invoice totals, of the orders in each status. This
information can be very helpful in determining cash flow projections.
For example, you may have $2,592 worth of orders sitting on your shelf
waiting for clients to come in and pick up.

Running a Order Status Report #

1. Go to  Reports
   > Order Status Reports.

   

2. Select either Preproduction
   Orders or Production
   Orders. If you choose Production Orders, One Type, also select the type from the drop-down list.

3. Then select either the status or a filter from
   the drop-down list. You can also select All
   Statuses.

4. If you want to see open orders that are due by
   a specific date, select Open
   Orders Due
   By and choose a date. Otherwise
   select All Open Orders.

5. Choose to see orders assigned to One
   User and select them from
   the drop-down or leave it at All
   Users.

6. Select either All
   Vendors or a specific vendor
   from the drop-down list.

7. Select how you want the report to sort, by Order Number,
   Due Date,
   or Client Name.

8. Then click Preview
   Report to see a preview.

9. You can Print
   the report or Export it.