Order Reports

Analyze sales orders, order items, and assembly BOM components

Overview

Backbone MRP provides three levels of order reporting: summary-level order reports, detail-level order item reports, and assembly BOM item reports. Each report supports date range filtering and flexible grouping options to help you analyze sales performance and order activity.

Orders Report

Summary view of sales orders with totals, dates, and status.

Order Items Report

Line-level detail showing individual parts and quantities ordered.

Order BOM Items Report

Assembly component analysis showing material requirements across orders.

Flexible Groupings

Group report data by customer, date, location, or due date.

Orders Report

The Orders Report provides a summary view of sales orders within a specified date range.

Report Columns

Column Description
Order #Sales order number
CustomerCustomer name
Cust. LocationCustomer ship-to location
DateOrder date
DueDelivery due date
StatusCurrent order status
Total $Order total amount

Available Groupings

Click the "Groupings" button in the toolbar to organize report data by:

  • Customers: Group orders by customer name
  • Order Dates: Group orders by the date they were placed
  • Customer Locations: Group orders by ship-to location
  • Due Dates: Group orders by delivery due date

Actions

  • Open order(s): Right-click an order to open it in the Order Editor

Order Items Report

The Order Items Report provides line-item detail for all orders within the selected date range. Use this report to analyze which parts are being ordered and in what quantities.

Key Information

  • Individual part numbers and descriptions for each order line
  • Quantities and unit pricing
  • Extended totals per line item
  • Customer and location context for each item

Order BOM Items Report

The Order BOM Items Report breaks down orders by their assembly components. For orders containing assembled parts, this report shows the raw materials and sub-components required to fulfill those orders.

Use Cases

  • Material Planning: Identify total material requirements across all open orders
  • Procurement: Determine which raw materials need to be purchased
  • Capacity Planning: Understand the scope of assembly work needed

Running a Report

Setting Report Constraints

  1. Navigate to the Reports section
  2. Select the desired report type (Orders, Order Items, or Order BOM Items)
  3. Set the date range using the From and To date fields
  4. Apply any additional filters (customer, status, location)
  5. Click "Run" to generate the report

Customizing the View

  • Groupings: Click "Groupings" to organize data hierarchically
  • Column Sorting: Click column headers to sort by any field
  • Filtering: Use the filter row to narrow results
Tip: Combine groupings with sorting to create meaningful breakdowns, such as orders grouped by customer and sorted by total amount.

Best Practices

  • Regular Review: Run order reports weekly to track sales performance and identify trends
  • Date Range Selection: Use consistent date ranges for period-over-period comparisons
  • BOM Analysis: Use the BOM Items report before purchasing to consolidate material needs
  • Customer Grouping: Group by customer to identify your highest-volume accounts