How To: Running the Summary Report by Salesman (05-20-02)

Overview

This tutorial describes how to run the Summary Report by Salesman.

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 ‘Branch/SalesMan,’ ‘Region/SalesMan,’ ‘Gross Profit,’ or ‘Region/Gross Profit’ radio button.

  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 copy of the report (optional). At the prompt, enter the ID of a physical printer or spooler.

  1. Click Export to download the report to your computer (optional). Accept the pre-prompted save location, or enter a new one. Then click Ok.
    IMPORTANT: Since the exported file is tab delimited, save it with a ‘.txt’ extension.
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