Link to the article: https://intercom.help/tranzact-ebbdf0244a30/en/articles/3409314-what-is-the-sales-order-register-report
[A] On the left-hand panel, click “Reports”(1) to view all reports. Scroll down to see the sales report header. Under it, you will be able to see all sales-related reports.
[B] Click on the Sales Order Register(2) Report to see that report.
[C] Once you click on the report, you get options to filter Sales Order by
Creation Date (From) - Creation Date (To): Filter Sales Orders created between two specific dates
Delivery Date (From) - Delivery Date (To): Filter Sales Orders based on Delivery Dates
Company Name: Filter Sales Orders for specific companies
SO Status: Filter Sales Orders based on Sales Order Status (Order Confirmation, Draft, Cancelled, Completed, Sent, Overdue, Pending)
Tags: Filter Sales Orders by Custom Tags you assigned
Currency: Filter Sales Orders based on Currency
Item Type: Filter Sales Orders based on specific Items or Services
Note: You may apply multiple filters together as well
[D] Click "Generate Report"(3) to generate the Sales Order Register report
[E]: To see which columns you want to see in the report, you may add or remove columns by "Select Columns"(4) field.
[F] "Select Groupable Columns" (5a) and (5b) allows you to group certain columns together
[G] You can search for specific values for any columns through the "Search"(6) fields under the headers
[H] The green "Download"(7) button on the top right allows you to download the raw data of the report you generated.