The Reservation Report now includes a Delivery Date filter, allowing you to narrow results by specific delivery timeframes. This helps you gain clearer insight into reservation trends, quickly isolate relevant records, and make more informed operational and planning decisions.
How to Use the Delivery Service Date Filter in the Reservation Report
Objective
Use the Delivery Service Date filter in the Reservation Report to quickly narrow results to a specific date range. This helps team members review upcoming deliveries or past activity more efficiently for planning and analysis.
Key Steps
1. Open the Reservation Report in Inventory 0:09
Navigate to Inventory.
Open the Reservation Report.
Confirm you are viewing the report before applying any filters.
2. Locate the Delivery Service Date Filter 0:09
Find the new Delivery Service Date filter on the Reservation Report.
Use this filter to narrow the report to a specific delivery time frame.
This is helpful when you only want to review orders scheduled within a certain date range.
3. Select the Desired Date Range 0:27
Choose the date range you want to review.
Example: select Last 30 Days to view only recent delivery orders.
Make sure the selected range matches the purpose of your review, such as upcoming deliveries or historical activity.
4. Run the Report 0:27
Click Get Reservation Report after selecting the date range.
Wait for the report to refresh.
Verify that the results now reflect only the delivery dates within the chosen timeframe.
5. Review the Filtered Results 0:37
Check the narrowed list of orders to confirm the filter worked correctly.
Use the filtered report to support delivery planning, follow-up, or analysis.
Focus on the dates and orders that are most relevant to your current task.
Cautionary Notes
Ensure the selected date range is correct before running the report to avoid reviewing incomplete or irrelevant data.
If the report results do not look right, confirm that the Delivery Service Date filter was applied and that the correct timeframe was chosen.
Remember that this filter only affects the Reservation Report view and does not change the underlying order data.
Tips for Efficiency
Use the Last 30 Days option for a quick review of recent activity.
Apply the filter before exporting or analyzing the report to save time.
Use the date filter regularly to reduce manual searching and improve day-to-day planning.