Sales - Sales by Sales Rep : DocketManager

The Sales by Customer by Sales Rep report shows the total sales for each sales rep for a specified period of time.

Step Action

1. Select {Reports} and then select {Sales by Sales Rep} under the

Sales 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.
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:

Sales - Sales by Sales Rep Print