Reports about sales orders

SECURITY  Refer to Required Permission for each report

NAVIGATION  Refer to Path for each report. Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. To publish a LiveReport, refer to Publishing LiveReports.

LiveReports

Sales order detail

Required Permission Administrator or Manager security level. May be published to other security levels, departments, or resources.
Path > Reports > Report Categories > CRM >  LiveReports section
Or, other category tabs the report is published to
Description This report shows sales orders with sales order dates within the selected date range. Columns include the Sales Order Status field, so you can monitor your sales orders until they are fulfilled.
 
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