Change orders reporting involves documenting and analyzing data related to changes made to existing orders or agreements within a business or organization. This reporting process includes tracking information such as the details of the original order, the nature of the changes requested, the reasons for the changes, and any associated costs or adjustments. Change orders reporting helps businesses manage modifications to orders, track the impact of changes on operations and finances, communicate changes effectively with relevant stakeholders, and ensure that orders are executed accurately and efficiently.
To see reporting:
- Go to Sales & Marketing in the left side panel.
- Click Event & Order Management.
- Click Reports in the navigation bar.
- Click Change Orders Reporting.
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On “Event Date From” and “To”, select the dates of the report to view.
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Click on Refresh.
- Click on the drop-down “Select Reports...” and select the report you want to view.
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Click on the Check boxes to select the report or reports you want to export.
- Click Print to and select how you want to view the report.
