Order Management Report Types

You define report types using primary objects. Not all objects in the Order management data model are available as primary objects. These primary objects are available for defining Order Management report types.

• Credit Memo
• Invoice
• Fulfillment Order
• Order Payment Summary
• Order Summary
• Return Order

The primary objects are associated with other objects in the Order Management data model. You can include up to four objects in each report by building on these associations. Consider the lowest level data you need in your report to determine what primary object to start with.

Note To get you started, Order Management includes five prebuilt report templates.

With Order Management reports, you can:

• Build reports based on the report types that you define, or clone and modify the prebuilt reports.
• Add fields from other objects using lookups.
• Remove fields that aren’t needed.
• Filter the report using any field in the report.
• Group rows and columns to create custom views.
• Add charts.
• Share your reports with your team or other users.

For more information, see Reports and Dashboards.