How To: Running the Detail Report by Dept. (05-20-01)

Overview

This tutorial describes how to run the Salesperson Report by Department.

Step-by-Step

Click image to enlarge.

  1. From the ‘Region’ drop-down menu, select a region for the report. Select ‘All’ to include data from all regions on the report.

  1. If you want to update the salesperson ranking information, check the ‘Run Ranking’ box.

  1. Specify whether the report should include Written or Delivered Sales.
    NOTE: This option only displays if there are Written Sales files on your system.

  1. Select how the report should be sorted by clicking the ‘Alphabetically by Name’, ‘Gross Profit,’ or ‘Region/Gross Profit’ radio button.
    NOTE: The information printed for each option is identical. Only the order in which the names are printed is controlled by option selected here.

  1. Click ‘Refresh’ and the report results appear.
    • Any time you change the report criteria, you will need to click Refresh to update the report results.

  1. Click the ‘Print’ button to print a paper copy of the report (optional). At the prompt, enter the ID of a physical printer, or enter “PDF” to save the report to a PDF file. If printing to a PDF, accept the pre-prompted save location on your computer, or enter a new one.

  1. Click ‘Excel Export’ to view the report in Excel (optional).
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