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The Sales by Job Group report shows total sales for each job group for a specified period of time.


Step     Action

  1.       Select {Reports} and then select {Sales By Job Group} under the Marketing

            section. A Generate Report modal will open.



  2.      Complete the fields.


Field
Description
Sales Rep Type
Select Customer or Order from the drop-down.
This pulls information based on the sales rep set on the customer or on the order.
Sales Rep
Select a Sales Rep option from the drop-down menu.
Start Date
Select a Start Date using the calendar.
End Date
Select an End Date using the calendar.

    

  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:

  • Job Group
  • Total