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Procedure documentationSalesperson Report

Procedure

The Salesperson report contains sales information, such as item and amount, organized by salesperson.

To generate the Salesperson report:

  1. On the Report menu, click Salesperson. The Salesperson Report Criteria window appears.

  2. To specify the report period, choose one of the following:

    • If you want the report period to be for today’s date, click Current Business Date

    • If you want the report period to be for yesterday’s date, click Previous Business Date

    • To select a range of dates for the report period, click Period and type a date range in the fields, or click the button beside the fields and select a date from the pop-up calendars. Click OK.

  3. To specify which salespersons appear on the report, do one of the following:

    • to see all salespersons, click All Salespersons

    • to see a specific salesperson, click Selected Salesperson and then click to select a salesperson from the list.

  4. Click Generate Report.