Reports

< 1 min read

Disclaimer: Not all features shown are available with the standard LilyPad Vortex package. LilyPad Vortex comes with 2 preset reports: Available for Sale and Sales Order Summary Report.
There are many custom and add-on reports that can be purchased or created if you require a specific report on your site.

Please reach out to our support team for any inquires regarding reports at support@lilypadapplications.com

Running a Report #

In the Reports setting, you can specify who has access to which reports — only Salespeople, only Customers, or both.

Reports Settings with per-report visibility toggles for salespeople and customers, with a customer toggle highlighted

To run a report, click the report from the “Reports” drop-down on the left side of the Vortex page.

The Reports menu open with the Sales Orders submenu showing Sales Order Summary

Once you select a report you can change any information available to you and run the report when ready.

Sales Order Summary report filters for salesperson, location group, customer, date basis and date range, with options to include customer PO and shipping tracking number

A new tab opens on your browser displaying the report and any information that fit the criteria of your search.

You can also turn it into a PDF or CSV file, print it, or email it using the buttons at the top right.

Rendered Sales Order Summary report listing an order with its line items and grand total, with the PDF export button highlighted

Updated on July 9, 2026

Table of contents

Running a Report