Back Order Report

The Back Order Report shows approved orders that are only partially or not yet invoiced.

⚙️ How It Works

The report uses a two-level view.

The summary table shows one row per sales rep with order, invoiced, and outstanding totals. You can expand each rep to see the individual projects that make up those totals, with the same financial breakdown per project.

Completed orders are excluded by default, keeping the focus on what's still outstanding. Results are sorted by sales rep.

🔍 Filters

• Date range

• GP filter - All, Negative GP, or Positive GP

• Exclude completed orders - on by default

📋 What You'll See

Summary level (per rep):

• Sales Rep

• Order totals (Sales, Cost, GP)

• Invoiced totals (Sales, Cost, GP)

• Outstanding totals (Sales, Cost, GP)

Detail level (per project):

• Project Number

• Approval Date

• Customer

• Industry

• Same financial breakdown as summary

• Invoice Numbers

💡 When to Use This Report

This report is useful for:

• Tracking outstanding revenue that hasn't been invoiced yet

• Spotting negative-GP orders before they're invoiced

• Pipeline visibility for team leads

• Identifying orders that have stalled between approval and invoicing

✅ Summary

• Two-level view - summary per rep, detail per project

• Focus on outstanding orders by excluding completed ones by default

• Filter by GP to quickly find problem orders

• Gives team leads a clear picture of what's approved but not yet invoiced