New Customer Sales Orders Summary Report
The New Customer Sales Orders Summary report shows the total approved sales orders and return authorizations. These transactions are for customers that had their first sales order with your company within a specific time period.
The New Customer Sales Orders Summary report displays only approved sales orders with an amount greater than zero (0).
You can add the New Business (Sales Orders) and New Customers (Sales Orders) key performance indicators (KPIs) to your dashboard. On your dashboard you have at-a-glance views of totals for this report. For more information on KPIs, see Setting Up Key Performance Indicators.
To view the New Customer Sales Orders Summary report:
Go to Reports > Sales Orders > New Customer Sales Orders.
A message appears indicating that your report is loading. The status bar in the footer of the report indicates the progress as your report loads. You can click Cancel Report next to the status bar to stop the report from loading.
This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.