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Extra Info step in Sales Report Using Studio

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Tanesha Anderson

Hello,


I added the "extra info" form during checkout and now I need to see that info on the sales report. I can't figure out how to use Studio to find that field to add to the sales report. Can anyone provide some guidance please? Thank you!

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Niyas Raphy (Walnut Software Solutions)
Best Answer

Hi,

Suppose if you have stored the information that you have collected in the sale.order model, then you can easily add it to the sales report using the studio.

* Open the sales order form

* Enable studio mode

* Click on Reports Tab



* Select Quotation/Order report


* Now to add new field to report, drag the field from side bar to report

* from the pop up, select the field you need to display in report.


Thanks

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Tanesha Anderson
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Thank you Niyas! However, what I'm having trouble with is finding where the "extra info" is stored (under what field title) so I can select it and add it to the report. Any directions on how to find that info would be appreciated. Thank you!

Niyas Raphy (Walnut Software Solutions)

your reference is stored directly in the model in field client_order_ref and others is added to the chatter section

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