Back

The Sales by Sales Rep by Job Group report shows the total sales for each job group, per sales rep, for a specified time period.


Step     Action

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

             Sales section. A Generate Report modal window 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 Rep
  • Job Group
  • Number of Order Items
  • Total