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Order Reports – In Progress

This guide shows you how to view and download sales order reports that are currently in progress within the Worktraq system.

Video Tutorial

1. Open Sales Order

Navigate to "Sale Order" to view all your orders and related options

order-in-progress.png

2. Go to Production Reports

Click "Production Reports" to see available reports.

order-in-progress (1).png

3. Choose In Progress Report

Choose "In Progress" to display orders that are currently in New status.

order-in-progress (2).png

4. Export Report

Use the bottom menu to export the report as:

  • PDF
  • Excel
  • Print

order-in-progress (3).png


You’ve now successfully generated a sales order report and can review all orders in progress.