Installation Company ERP / CRM


How to Run an Orders on Hand Report to Excel

(To access these reports, you will need the correct permissions on your account. If you cannot see Reports in the menu you will have to speak to your manager to amend the permissions on your account)

  1. Click the main menu and click ‘Reports’.
  2. To run an Orders on Hand Report please find this near the top, left-hand side of the page for retail reports and the left-hand side for trade.
  3. Choose the date range you would like the reports to contain and press the button to the side with the Excel ‘X’ displayed in the icon to the right.

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