How to view outstanding orders through the Order Detail report
Providing good customer service depends greatly on knowing what your clients want and when they want it. In Paragon, you can see the outstanding orders in two different ways. The order detail report allows you to view your outstanding order information, separated by account.
Here, we’ll show you how to view outstanding orders through the order detail report. You can also learn how to do so through the product activity panel here.
Step 1: Open the Order Detail report
From any screen in Paragon, hit the more tab.
From the more tab, select the reports module.
From the reports module, select the order detail report either from the left-hand bar or under the sales card.
Step 2: Select report contents
By default, the order detail report will show you a summary of all orders, broken down by account.
To filter by order status, hit the blue bar on the left side of the screen to expand the selection options.
A list of all possible filters will now be shown.
To see the summary for outstanding orders, hit the transaction status tab of the report filter and select the issued status.
You may also select more than one transaction status for a combined report by click + dragging along different options, or by holding down the CTRL button on your keyboard as you click.
Step 3: Sample report
All reports in Paragon can be viewed on screen in a dynamic format (as shown above) or they can be output as a PDF file which can then be saved, emailed or sent to a printer.
Here is the resulting PDF format of the order detail report for issued status orders:
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