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Detailed open Sales Order report - drilling down to see child transactions

in Ask A Guru 3 comments

Hello!

I'm attempting to build a report (or saved search) that will allow me to view all Sales Orders (with specific statuses: pending billing, pending fulfillment, partially fulfilled/partially billed, etc). Basically I need to show all "open" sales orders for Q4 2022. But with this report, I'd like to be able to click on each sales order and see the child transactions or Related Records that would show on the Sales Order record.

I've tried customizing the Open Sales Order report but the Sales Order status is set to "open" which displays orders that have a "Billed" status, which I do not want. I'm not seeing a way to set the status to the specific types as I'm able to in Saved Search criteria.

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