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search/report for sales orders with associated transactions

edited Jan 3, 2020 12:31AM in Search / Reporting 6 comments

Hi all,

I've been asked to create a search or a report that can show a list of sales orders and their associated fulfilments, and invoices, as long as they're not completely closed.  It's a housekeeping thing as there are apparently some old open sales orders or abandoned invoices in there.  The trick is they would like it all on one screen.

I get the impression that ideally they'd like a report with the following structure:

 Date--+        |        + Sales Order--+                       |                       + Fulfillment Number, Date fulfilled, Status                       + Tax invoice Number, Date invoiced, Status 


So far I've tried with a transaction saved search constructed as follows:

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