Status Report
The Status Report provides a detailed view of all orders organized by their current status. This report is essential for tracking order fulfillment, identifying late orders, and monitoring your production pipeline.
Accessing Status Reports
Navigate to Reports → Status from the main navigation. The report defaults to showing today's orders.
Location Filtering
If your company has multiple locations configured:
- All Locations: View orders across all fulfillment locations
- Specific Location: Select a location to view only orders assigned to that location
This helps you manage workload distribution across different facilities.
Filters
The comprehensive filter panel allows you to:
- Status Filter: Filter by specific order status or view all statuses
- Date Range: Select start and end dates for analysis
- Search: Search by order number, customer name, or PO number
- Column Selector: Choose which columns to display in the table
- Generate PDF: Export the status report as a PDF
- Refresh: Reload the report data
Status Options
| Status | Description |
|---|---|
| All | View all orders regardless of status |
| Late | Orders past their due date that haven't been completed |
| Quote | Orders in quote stage |
| Quote Pending | Quotes awaiting customer acceptance |
| Ordered | Confirmed orders awaiting production |
| In Production | Orders currently being manufactured |
| Inspection | Orders in quality control |
| Ready to Ship | Completed orders awaiting shipment |
| Shipped | Orders that have been shipped |
| Delivered | Orders that have been delivered |
| Completed | Fully completed orders |
| Canceled | Orders that were canceled |
| Invoiced | Orders that have been invoiced |
Summary Cards
At the top of the table, you'll find key metrics:
- Total Orders: Count of orders matching your current filters
- Total Order Value: Combined value of all displayed orders
Multi-Currency Support: If orders are in different currencies, each currency total is displayed separately.
Order Status Table
The main data table displays detailed information about each order:
Default Columns
| Column | Description |
|---|---|
| Order Number | Unique order identifier |
| Customer | Customer name |
| PO Number | Customer's purchase order number |
| Status | Current order status with color-coded badge |
| Date Created | When the order was created |
| Due Date | Expected completion date (with late indicator) |
| Total | Order total value |
| Actions | View order details |
Optional Columns
You can enable additional date columns using the Column Selector:
- Ordered: Date when order was confirmed
- In Production: Date production started
- Inspection: Date entered quality control
- Completed: Date order was completed
- Shipped: Date order was shipped
- Delivered: Date order was delivered
- Invoiced: Whether order has been invoiced
- Date Invoiced: When invoice was generated
Late Order Tracking
The Status Report provides robust late order identification:
Due Date Indicators
- Normal: Due date displayed in standard text
- Late: Due date shown in red with "X days late" badge
- Not Set: Warning indicator if due date is missing on a confirmed order
Late Status Filter
Select "Late" from the status filter to view only overdue orders. An order is considered late when:
- The due date has passed
- The order is not yet completed, ready to ship, shipped, or delivered
- The order hasn't been invoiced
Status Color Coding
Each status has a distinct color for quick visual identification:
| Status | Color | Indicator |
|---|---|---|
| Quote | Gray | Neutral, initial state |
| Quote Pending | Yellow | Needs attention |
| Ordered | Blue | New order, started |
| In Production | Orange | Active work happening |
| Inspection | Purple | Quality control phase |
| Ready to Ship | Indigo | Ready for next step |
| Shipped | Sky Blue | In transit |
| Delivered | Emerald | Successfully arrived |
| Completed | Green | Successfully finished |
| Canceled | Red | Terminated |
Date-Based Filtering
The status filter intelligently changes which date field is used for filtering:
| Selected Status | Date Field Used |
|---|---|
| All / Quote / Canceled | Created Date |
| Late | Due Date |
| Ordered | Date Ordered |
| In Production | Date In Production |
| Inspection | Date Inspection |
| Ready to Ship / Completed | Date Completed |
| Shipped | Date Shipped |
| Delivered | Date Delivered |
| Invoiced | Date Invoiced |
Export Options
PDF Report
Click Generate PDF to export a formatted document containing:
- Summary statistics
- Complete order list with current filters applied
- Date range information
- Status distribution
Tips for Using Status Reports
- Daily Production Review: Use the "In Production" filter each morning to review active orders
- Shipping Preparation: Filter by "Ready to Ship" to identify orders waiting for shipment
- Late Order Management: Regularly check the "Late" filter to prioritize overdue orders
- Customer Updates: Use this report to provide accurate status updates to customers
- Production Planning: Analyze status distribution to balance workload
- Quality Tracking: Monitor the Inspection status to ensure QC isn't a bottleneck
- Due Date Compliance: Enable the Due Date column and sort to prioritize upcoming deadlines