--- title: SALES ORDERS - Reports description: SALES ORDERS - Reports --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - Sales Orders - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - Sales Orders - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # SALES ORDERS - Reports ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-08-11-48-2364-PM.png?width=50&height=47&name=image-png-Dec-20-2022-08-11-48-2364-PM.png)  **Access** - **Sales Orders**: - **Reports tab** in Sales List                ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-08-25-23-5479-PM.png?width=373&height=203&name=image-png-Dec-20-2022-08-25-23-5479-PM.png) - - - select the **Report Template** - **POS Receipt** / **Sales Orders** (each will present a different list of Reports) - enter the criteria presented on the right - click on ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-06-49-23-17-PM.png?width=22&height=20&name=image-png-Aug-31-2022-06-49-23-17-PM.png) **Print **to select from the list of reports in the chosen Template category - **Sales Order Details**![SalesOrderDetailsPrint](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderDetailsPrint.png?width=521&height=189&name=SalesOrderDetailsPrint.png) - open the Sales Order and click on ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-08-16-05-0115-PM.png) **Print** for the list of reports / forms - - **Sales Order List![SalesOrderListPrint](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderListPrint.png?width=688&height=257&name=SalesOrderListPrint.png)** - select or multi-select Sales Order(s)from the list - choose ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-08-16-16-1415-PM.png) **Print Selected** or **Print All**for the reports list - **Sales History:** - **Reports **tab in the Sales History list![SalesHistoryReportsTabSalesHistory](https://cs.geminilogic.com/hs-fs/hubfs/SalesHistoryReportsTabSalesHistory.png?width=446&height=297&name=SalesHistoryReportsTabSalesHistory.png) - select the **Report Template** - **Sales History** / **Customer Sales History** (each will present a different list of Reports) - enter the criteria presented on the right - click on ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-06-49-23-17-PM.png?width=22&height=20&name=image-png-Aug-31-2022-06-49-23-17-PM.png) **Print **to select from the list of reports in the chosen Template category - - **Sales History List![SalesHistoryListPrint-1](https://cs.geminilogic.com/hs-fs/hubfs/SalesHistoryListPrint-1.png?width=622&height=265&name=SalesHistoryListPrint-1.png)** - select or multi-select Sales Order(s)from the list - choose ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-08-16-16-1415-PM.png?width=44&height=24&name=image-png-Dec-20-2022-08-16-16-1415-PM.png) **Print Selected** or **Print All**for the reports list - - **Sales Order Details** > **Sales History Tab** > Items / Invoices Tabs![SalesOrderSalesHistoryPrint](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderSalesHistoryPrint.png?width=499&height=296&name=SalesOrderSalesHistoryPrint.png) - select or multi-select Item(s) / Invoice(s) from the list - choose ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-08-16-22-1782-PM.png) **Print Selected** or **Print All** for the reports list - - **Sales Order Details** > **Sales History Tab > Reports tab![SalesOrderSalesHistoryReportsTab-1](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderSalesHistoryReportsTab-1.png?width=427&height=407&name=SalesOrderSalesHistoryReportsTab-1.png)** - select the **Report Template** - **Sales History**/ **Customer Sales History** (each will present a different list of Reports) - enter criteria - click **Print** for the reports list   **Generating Reports / Forms** - from the Spire Reports list, select the report(s) you wish to run - highlight the report to check the description below to see if it's what you expect![SalesOrdersReportsList](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrdersReportsList.png?width=406&height=379&name=SalesOrdersReportsList.png) - select the run method: - -  **Print** - accept or change the system default **Printer** - accept or change the **Paper Source** - printer format permitted, select from **Duplex** options - accept or change the number of **Copies** - option to **Save Defaults** so same settings will be used next time this report is selected for printing - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-08-16-32-8479-PM.png?width=30&height=21&name=image-png-Dec-20-2022-08-16-32-8479-PM.png) Email** (see also [Sales Orders - Email](https://cs.geminilogic.com/en/manual/sales-orders-email)) - **Setup** - establish Company Settings (see [Company Settings](https://cs.geminilogic.com/en/manual/company-settings-email)) - establish User Settings (see [User Settings](https://cs.geminilogic.com/en/manual/user-settings-modular-access-preferences#UserSettingsEmail))  - - - select from **Email** drop-down                        ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-08-26-35-6254-PM.png?width=140&height=82&name=image-png-Dec-20-2022-08-26-35-6254-PM.png) - - - - **Email Batch** – if the email is for multiple Sales Orders and Saved but not Sent, Spire will create a Batch with all messages contained, accessed in the ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-08-21-48-0837-PM.png?width=30&height=21&name=image-png-Dec-20-2022-08-21-48-0837-PM.png) **Email** module > **Batches** tab > Messages tab![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-08-26-45-6081-PM.png) - open the Batch to view the list of emails with the option to edit / send each message individually or send them all at once - access them as individual email in the **Messages** tab - - - - - - **Email Message** – if the email(s) are Saved but not sent, access them in the ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-08-16-54-8589-PM.png?width=30&height=21&name=image-png-Dec-20-2022-08-16-54-8589-PM.png) **Email** module > **Messages** tab![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-08-27-03-6843-PM.png) \*\*Note – Emails can be re-sent   - - **Preview** - see report(s) on screen with additional options (if multiple reports were selected, each report will populate a separate tab) with additional options:                  ![SalesOrderReportPreview](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderReportPreview.png?width=521&height=259&name=SalesOrderReportPreview.png) - - - use Ctrl + scroll to zoom in or out - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-08-17-13-4288-PM.png) Print** the report currently in the viewer window - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-08-17-15-6173-PM.png) Print All** reports across all tabs - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-08-17-22-4249-PM.png) Export** **                        ![ReportsExport](https://cs.geminilogic.com/hs-fs/hubfs/ReportsExport.png?width=340&height=200&name=ReportsExport.png)** - - - - select the **Format** - select the **Destination** - **Application **will open the program on your computer that is associated with the **Format** you chose - **Disk file** will prompt you to save the Report in the **Format** you chose - **Exchange Folder** allows the Report to be accessed through a Microsoft Exchange client such as Microsoft Outlook - click **OK** - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-08-17-28-2611-PM.png) Find** to search text of the document / report - ** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-08-17-34-9430-PM.png?width=329&height=21&name=image-png-Dec-20-2022-08-17-34-9430-PM.png)   ** navigate through pages of the displayed report alternatively to scrolling down     **Security** on Reports / Forms can be established at Company Level, User Level, or Server Level: - **Company Level** - Edit > Company Settings > Reports > Security tab![CompanySettingsReportsSecurity-1](https://cs.geminilogic.com/hs-fs/hubfs/CompanySettingsReportsSecurity-1.png?width=655&height=275&name=CompanySettingsReportsSecurity-1.png) - **Disable Security** gives full access to all users for all reports to **Preview / Print / Export / Email** unless Security is Enables in User Settings (described below) - **Enable Security** gives ability to select which reports can be accessed for all Users to **Preview / Print / Export / Email** - **User Level** - Edit > User Settings > Reports ![UserSettingsReportReportSecurity](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsReportReportSecurity.png?width=688&height=289&name=UserSettingsReportReportSecurity.png) - - **Company Default** - uses settings established in Edit > Company Settings > Reports - **Disable Security** gives access to all reports within the modules this User has access to - **Enable Security** gives access to checkmarks for **Preview** / **Print** / **Export** / **Email** to remove access - **![](https://cs.geminilogic.com/hubfs/image-png-May-25-2023-12-09-54-7612-PM.png) Use Defaults** establishes settings same as Company settings, with the ability to make changes - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-08-29-15-1756-PM.png)Server Level** - Tools > Server Administration - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-08-17-59-1435-PM.png)** select a report in the list - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-08-18-06-0648-PM.png)** delete or ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-08-18-12-4517-PM.png) disable         **Customizations** to Forms - most customizations will need to be done by your Spire Partner, but you can perform the following customizations: - **Logo** - access in Tools > Server Administration > Companies ![](https://cs.geminilogic.com/hubfs/image-png-May-25-2023-12-11-02-2987-PM.png) - - ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-08-18-27-0830-PM.png) select the relevant Company - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-08-18-32-5509-PM.png)** click on **Settings**           ![](https://cs.geminilogic.com/hubfs/image-png-May-25-2023-12-12-08-4079-PM.png) - - click on **Select Logo** then load a maximum 4cm x 4cm image file to print on top left corner of all forms           ![](https://cs.geminilogic.com/hubfs/image-png-May-25-2023-12-12-17-1277-PM.png) - - **Save** - Enter **Messages** to print on selected form - access in Edit > Company Settings > Reports > Messages tab - select the **Report Type** - type the message in the **Header** and/or **Footer** text boxes  ![](https://cs.geminilogic.com/hubfs/image-png-Dec-20-2022-08-30-03-7409-PM.png) - **Available Sales Order Reports** | ***Report Name*** | ***Location*** | | --- | --- | | *Backorder Details by Customer* | Sales Order List | | *Batch Journal* | Sales Invoice Batch | | *Batch Journal Reprint* | Sales History List | | *Cash Balance* | Sales Text Menu > Cash Out Reports | | *Cash Balance Details* | Sales Text Menu > Cash Out Reports | | *Communication Notes* | Sales Order > Communication Tab | | *Customer Sales History* | Sales Order Details > Sales History Tab / Invoices List | | *Customer Product Sales* | Sales History List > Reports tab | | *Customer Sales History Details* | Sales Order Details > Sales History Tab / Items List | | *Daily Fill Rate by Invoice* | Sales Order Details > Sales History Tab / Invoices List | | *Daily Fill Rate by Item* | Sales Order Details > Sales History Tab / Items List | | *Deleted Sales Orders* | Sales Order List | | *Equipment Service History* | Sales Work Order > Equipment Tab / Customer Text Menu > Equipment Details > History Tab | | *Inventory Sales History* | Sales Order Details > Sales History Tab / Sales History List | | *Inventory Sales in Base Currency* | Sales History List > Reports tab | | *Inventory Sales History Details* | Sales Order Details > Sales History Tab / Sales History List | | *Invoice Batched* | Sales Order Invoice Batch Post | | *Invoice Posted* | Sales Order Details > Sales History Tab / Sales History List/ Sales Order Live Invoice | | *Label* |   | | *Order Confirmation* | Sales Order List / Sales Order Details | | *Packing Slip* | Sales Order List Process / Sales Order Details Process | | *Pick Ticket* | Sales Order List / Sales Order Details | | *Point of Sale Receipt* | Point of Sale Invoice / File > Receipt Setup | | *Point of Sale Receipt Reprint* | Sales History Invoices | | *Process - Pick Slip* | Sales Order List Process / Sales Order Details Process | | *Quote* | Sales Order List / Sales Order Details | | *Requisition List* | Requisitions List | | *RMA Order* | Sales Order List / Sales Order Details | | *Sales and Taxes* | Sales Order Details > Sales History Tab / Sales History List | | *Sales by Payment Method* | Sales History List | | *Sales History* | Sales History List > Reports tab | | *Sales Order* | Sales Order List / Sales Order Details | | *Sales Order List* | Sales Order List | | *Sales Order Details List* | Sales Order List | | *Sales Order List by Ordered* | Sales Order List | | *Sample Address Label* | Sales Order Details / Sales Order List / Invoice | | *Sample Ship Label* | Sales Order Details / Sales Order List / Invoice | | *Ship Slip* | Sales Order List Ship / Sales Order Details Ship | | *Work Order* | Sales Order Detail / Sales Order List / Deposit |   [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)