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Using the Sales status -filter in Cases-report.

From Cases-reports its possible to find sales cases in different statuses with Sales status -filter.

When using the Sales status -filter you need to set sales status and the time frame. Search has two different functions depending how time frame has been set.

When you want to find sales cases that are for example in Order-status at the moment:

  1. Choose Reports > Report creation.
  2. Go to Sales tab and select Cases.
  3. From Sales status -filter select Order.order.jpg
  4. Click the calendar-icon and select time All dates.all_dates.jpg
  5. You get list of sales cases that are in status Order at the moment.

When you want to find sales cases that have been in status Order this year.

  1. Choose Reports > Report creation.
  2. Go to Sales tab and select Cases.
  3. From Sales status -filter select Order.
  4. Click the calendar-icon and select time This year.
  5. You get list of sales cases that have been in status Order this year but note that current status might be different.
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