The Marketing - Sales By Customer By Template Group report shows total sales for each Template Group per Customer for a specified period of time.
Step Action
1. Select {Reports} and then select {Marketing - Sales By Customer By Template Group} under the Marketing section. A Generate Report modal will open.
2. Complete the fields.
Field | Description |
Customer | Select a Customer from the drop-down menu. |
Sales Rep Type | Select a Sales Rep Type from the drop-down menu. |
Sales Rep | Select a Sales Rep from the drop-down menu. |
Start Date | Select a Start Date from the calendar. |
End Date | Select a Supplier from the drop-down menu. |
3. Select {Generate}.
Note: You may need to confirm the file to be opened/saved before
proceeding, depending on your web browser. The file will open or be saved
to your computer depending on your web browser.
Report columns include:
- Customer
- Customer Number
- Sales Rep
- Template Group
- Total