More Details about the Sales (Salesperson Detail) Report

Index to Reports window > Sales > SalesPerson > Sales [Salesperson Detail] > More Details

Filters

All/Selected Employees
Identifiers
Custom List #1, #2, #3
Sale Status
Dated From/To
From ID -- To
Separate Pages

Sort By

Employee

Subtotals / Totals

Subtotal for each Account, Item #, Activity #: Sale Amount

Grand Total for each Employee: Sale Amount

Optional Fields

additional fields that can appear in this report by selecting them in the Report Design window

Customer's PO#
Customer Name
Billing Address
Billing Address Phone#1
Billing Address Contact
Notes
Terms
Credit Limit
Volume Disc. %
Amount Paid
Current Balance
Tax ID
Ship Via
Memo
Freight
Comments
Job
Job Description
Due Date
Promised Date
Item Description
Customer Card ID
Custom List #1, #2, #3
Custom Field #1, #2, #3
Shipping Address
Shipping Address Phone#1, #2, #3
Shipping Address Fax
Shipping Address Contact
Address 3
Address 3 Phone#1, #2, #3
Address 3 Fax
Address 3 Contact
Address 4
Address 4 Phone#1, #2, #3
Address 4 Fax
Address 4 Contact
Address 5
Address 5 Phone#1, #2, #3
Address 5 Fax
Address 5 Contact
Discount
Total
Referral Source

Drill Down to Source window

roll the cursor arrow over the field[s] identified here and the arrow changes to a magnifying glass; click while the magnifying glass is displayed to open the source window

Click: Employee Name
Opens
: Profile view of Card Information window

Click: Item Name, Item ID #
Opens
: Profile view of Item Information window

Click: ID#, Date, Quantity, Item/Acct, Description, Sale Amount, Tax, Status
Opens
: Sales window

Sales (Salesperson Detail) Report - Sample Report - More Details