Hi Donna. Sales orders are not my thing but editing the report might help. Choose your report, go to Edit in Report Designer. Choose Report then Filters. Choose to include rows where SALES_ORDER  QUOTE_STATUS  Does Not Equal  Open.

If you edit a pre-existing report you won't overwrite it - when you choose to save it will create a copy so your original is safe.

I don't use this module so my assumption that Open means not won may be wrong, but hopefully you get the idea.

Hi Donna. Sales orders are not my thing but editing the report might help. Choose your report, go to Edit in Report Designer. Choose Report then Filters. Choose to include rows where SALES_ORDER  QUOTE_STATUS  Does Not Equal  Open.

If you edit a pre-existing report you won't overwrite it - when you choose to save it will create a copy so your original is safe.

I don't use this module so my assumption that Open means not won may be wrong, but hopefully you get the idea.

Anita Harper said:

I don't use this module so my assumption that Open means not won may be wrong, but hopefully you get the idea.

This is correct but it also means filtering on this field not equal to open would result in getting lost quotes back too so watch out for that if you need exclude those too.

Oh, interesting, thanks. So how are lost quotes identified? If there’s a “Lost” indicator you could just exclude those too, by adding AND then another filter where quotes not equal to Lost.

Exactly. The QUOTE_STATUS would simply contain the value "Lost". Alternatively the QUOTE_STATUS_ID field would have a value of 3 but it's easier to work with and understand the simple text value in QUOTE_STATUS.

As you say simply adding an AND would allow you to exclude the lost quotes too.