We have a client that we bill on a monthly basis for how many package we send on their behalf. The packages can go to the actual client, or to any of thousands of their clients. Orders sent to their clients will NOT have our client's name in the Recipient or Company field, but will have it somewhere in the order, possibly in a note, possibly in an email address.
I need to create a report that will give me the results of a search for the client's name (which I can do now) but then would let me sort those search results by the Ship Date. This seems like something the program would do natively but it does not. Right now if I do a search, my view goes from 232 entries to the 16 that involved our client. But, when I sort that result by date, it returns all 232 entries. Right now it's not bad, but a year or two in, it's going to be too cumbersome. My planned workaround is to do the search, export to Excel, then sort there to get the monthly count. There needs to be another way.