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Group by department (Sales Order report)

edited Jan 3, 2020 12:38AM in Search / Reporting 4 comments

Hi,

I tried to use the report builder to see the Sales Orders by Departments, but departments don't show up in the report even though Sales Orders have assigned departments.

I go to  Reports > Order Management > Open Sales Orders > Customize

Then I want to add the field Business Unit (we just renamed Department to Business Unit, technically the same field). I search Business Unit on the left, and it brings me 3 fields:

Open Sales Orders > Entity (Line) > Related Business Unit
Open Sales Orders > Customer/Job > Related Business Unit
Open Sales Orders > Partner > Related Business Unit

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