How To: Running the Sales by Sales Associates Report (05-41-08)

Overview

This tutorial describes how to run the Sales by Sales Associates Report.

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.
    NOTE: If you set up branch groups in the Branch Grouping selection (05-90-02), they also appear in this list and can be used for the report.
    NOTE: If territories and/or markets are set up in Market/District Maint (30-02-06), you can select one from this list instead of selecting a region.

  1. From the ‘Assign Store’ drop-down menu, select a store for the report. Only Sales Associates assigned to the selected store will appear in the report. Select ‘All’ to include sales associates from all stores.

  1. In the ‘From’ and ‘To’ fields, enter a date range for the report or select it from the calendar.

  1. From the ‘Dept’ drop-down menu, select a department for the report. Select ‘All’ to include data from all departments on the report.

  1. From the ‘Brand’ drop-down menu, select a brand for the report. Select ‘All’ to include data from all brands on the report.

  1. Specify whether the report should include Written or Delivered Sales.

  1. Click the ‘Unit Cost’ radio button to base gross margins and variances on the Unit Cost. Click the ‘Vendor Price’ button to base these calculations on the Vendor Price.
    • On POS Terminals, Unit Cost is automatically selected and cannot be changed.

  1. In the ‘Service Branches’ field, select Include to include service branches, ‘Exclude’ to not include service branches or ‘Only’ to include only service branches on the report.

  1. Click Refresh and the report results appear. Click on an individual line for additional information.
    • 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.
    NOTE: The Print option is only available on Non-POS Terminals.

  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.
    NOTE: The Export option is only available on Non-POS Terminals.
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