1. Order Management System
  2. Reports and analysis
Reference

Reports for the questions your team asks

Answer questions about orders, fulfillment, decisions and discrepancies.

Overview
Order Management System · Overview

Order Management System dashboard

This quarter

Order exceptions in view
6
Stock Shortage
1
Address Issue
1
Payment Hold
1

Customer orders by status

How far records got this quarter

StageReachedStep
Draft33
Review2061%
Approved1260%
Executed650%

Revision by status

Sample totals per stage

10.0k0
10.0kDraft
10.0kReview
10.0kApproved
6.0kExecuted
4.0kRejected
Example screen with sample data

More reports

Orders by status List

Group customer orders by Status and sum net amount USD.

Orders due by customer List

List customer orders by Customer and required by.

Allocation by order line Grouped

Compare order lines ordered units with Allocated fulfillment events event quantity by Order.

Fulfillment by event type List

Group fulfillment events by event type and Status.

Exceptions by owner List

Group order exceptions by Owner, exception type and Status.

Review outcomes by reviewer List

Group order review decisions by Reviewer and Decision.

Payment evidence by status List

Sum payment evidence amount USD by Status and payment method.

Processing results by order Grouped

Show order processing receipts result state and receipt action by source order.

Set up Order Management System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started