EmailMeForm
Custom Reporting from Salesforce
Please complete this form to request custom reporting from Salesforce. Mission Control may take 2-5 business days to complete your request.
Please be advised that buyers and items cannot appear on the same report.
Sales Affiliate's Name:
*
Account Name:
*
Salesforce URL to Account page.
*
Type of Report:
*
Please select
Order report
Orders with Buyers
Orders with Items
Account with Contacts
Other
Fields requested for Order Report:
Please include
PO#
Order Date
Account Name
Order Description
Buyer Name (cannot add with item)
Bill To Contact (cannot add with item)
Ship to Contact (cannot add with item)
Mailing address (cannot add with item)
Email address (cannot add with item)
Item Description (cannot add with buyer)
Gross Profit
Costs
Order Total Amount
Margin
Other (if applicable)
Fields requesting for Orders with Buyers:
Please include
PO#
Order Date
Account Name
Buyer Name
Order Description
Bill To Contact
Ship to Contact
Mailing address
Email address
Payment Method
Costs
Margin
Order Total Amount
Other (if applicable)
Fields requesting for Orders with Items:
Please include
PO#
Order Date
Account Name
Order Description
Item number
Item Description
Qty purchased
Costs
Margin
Order Total Amount
Other (if applicable)
Fields requesting for Other:
Please include
PO#
Order Date
Account Name
Order Description
Buyer Name (cannot add with item)
Bill To Contact (cannot add with item)
Ship to Contact (cannot add with item)
Mailing address
Email address
Item Description (cannot add with buyer)
Gross Profit
Costs
Order Total Amount
Custom Payment Info (if enabled in Portal Store)
Other (if applicable)
Fields requesting for Account with Contacts:
Please include
Account Name
Full Name
Mailing address/City/State/Zip
Email
Username
Password
Custom Payment Info (if enabled in Portal Store)
Other (if applicable)
Other fields requested, please include here:
Please specify date range of report:
Do any fields need to be summed together?
*
Please select
Yes
No
If yes, what field?
Please include any additional notes or questions here: