Minor ad hoc changes are made to the dashboard of sales that we just completed to create a dashboard of open orders. This report is intended to be informational in nature, and is typically used to review work created through yesterday; not to monitor and work with today's activity.

If you used the view for History only, you will need to completely recreate the previous report using the view for the Open transactions. If you used the downloadable view (see Preface for download location), you can follow the remaining steps. If you did use the History view, we've included the view for open transactions in the upcoming section.