Report of Orders Filled
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+ | If you are using Mercury Connect with FTD Mercury X3 Fall or later, reports are handled through [[Mercury Connect Report Center|Report Center]]. | ||
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The Report of Orders Filled lists all incoming orders that you filled and entered in your system over a chosen delivery date or date range. The report also provides the grand total number of orders filled and the dollar amount associated with the orders. | The Report of Orders Filled lists all incoming orders that you filled and entered in your system over a chosen delivery date or date range. The report also provides the grand total number of orders filled and the dollar amount associated with the orders. | ||
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- | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Selection Type | + | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Selection Type</td> |
<td style="padding: 3px; text-align:left; font-size: 9pt;">Select to report on orders by shop code or wire service.</td> | <td style="padding: 3px; text-align:left; font-size: 9pt;">Select to report on orders by shop code or wire service.</td> | ||
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- | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Shop Code | + | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Shop Code</td> |
<td style="padding: 3px; text-align:left; font-size: 9pt;">If you selected to report on orders by shop code, select the code for the orders to include in the report or select to include all codes.</td> | <td style="padding: 3px; text-align:left; font-size: 9pt;">If you selected to report on orders by shop code, select the code for the orders to include in the report or select to include all codes.</td> | ||
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- | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Wire | + | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Wire</td> |
<td style="padding: 3px; text-align:left; font-size: 9pt;">If you selected to report on orders by wire service, select the wire service for the orders to include in the report or select to include all wire service types.</td> | <td style="padding: 3px; text-align:left; font-size: 9pt;">If you selected to report on orders by wire service, select the wire service for the orders to include in the report or select to include all wire service types.</td> | ||
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<tr style="background:#f2ebd8;"> | <tr style="background:#f2ebd8;"> | ||
- | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Delivery Date Range | + | <td style="padding: 3px; text-align:left; font-size: 9pt; font-weight: bold;">Delivery Date Range</td> |
<td style="padding: 3px; text-align:left; font-size: 9pt;">Select the delivery start and end dates to be included in the report.</td> | <td style="padding: 3px; text-align:left; font-size: 9pt;">Select the delivery start and end dates to be included in the report.</td> | ||
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Current revision
If you are using Mercury Connect with FTD Mercury X3 Fall or later, reports are handled through Report Center. |
The Report of Orders Filled lists all incoming orders that you filled and entered in your system over a chosen delivery date or date range. The report also provides the grand total number of orders filled and the dollar amount associated with the orders.
Generating the Report of Orders Filled
To generate the Report of Orders Filled:
- On the FTD Mercury Main Menu, click Business Reports.
- Double-click on the Report Orders Filled icon to open the template.
- If a window opens asking whether you wish to enable or disable macros, click Enable Macros.
- In the Selection Type section, select whether you want to display orders filled by Shop Code or Wire Service.
- If you selected Shop Code in the Selection Type section, click the arrow in the Shop Code field and select the shop for which you want to print orders filled. If you want to print orders filled for all shop codes, select All Shop Codes.
- If you selected Wire Service in the Selection Type section, click the arrow in the Wire field and select the wire service for which you want to print orders filled. If you want to print orders filled for all wire services, select All Wire Services.
- In the Delivery Date Range section, select the start and end dates for the delivery dates.
- Click Finish. The report generates and opens in Excel.
- To print your report from Excel, on the File menu, click Print.
- If you want to save the report from Excel, on the File menu, click Save.
Report of Orders Filled Window
The Report of Orders Filled window allows you to configure settings for the Report of Orders Filled.
The Report of Orders Filled window contains the following settings:
Setting | Description |
Selection Type | Select to report on orders by shop code or wire service. |
Shop Code | If you selected to report on orders by shop code, select the code for the orders to include in the report or select to include all codes. |
Wire | If you selected to report on orders by wire service, select the wire service for the orders to include in the report or select to include all wire service types. |
Delivery Date Range | Select the delivery start and end dates to be included in the report. |