Exclude closed sales orders from Sales Orders by Sales Rep Detail Report

The Sales Orders by Sales Rep Detail Report includes all of the Sales Orders and Return Authorizations made during the date range selected and excludes only those with either Cancelled or Pending Approval Status. This customization allows a user to also exclude those with Closed Status.

Solution

1. Navigate to Reports > Sales Orders > Sales Orders by Sales Rep > Detail

1. Click Customize Button
2. Click Filters tab
3. Click Validated Status
   
4. Filter: Select not equal to
   On the dropdown list, select Cancelled, Pending Approval, Closed
   
5. Click Save