Sales [Salesperson Detail] report
For each salesperson, this report displays every item sold within the period range.
You can use this report to break down the items sold by the salesperson during the reporting period.
note : The report displays gross sales (not including VAT or carriage charges) for each item sold by your salespeople for the reporting period.
 
Report details
Filters
General:
Employees: All/Selected
Custom List No. 1, No. 2, No. 3
Advanced:
Dated: From/To
ID: From/To
Amount: From/To
Referrals
Categories
Deliver Via
Promised Date Range
Customer PO No.
Sale Status
Identifiers
Currencies ( AccountEdge Plus only)
Sorted by
Employee
More Report Fields (not preselected)
Location ID
Customer’s PO No.
Customer Name
Invoice Address
Invoice Address Phone No. 1
Invoice Address Contact
Notes
Terms
Credit Limit
Volume Disc. %
Amount Paid
Current Balance
VAT ID
Deliver Via
Memo
Carriage
Comments
Job No.
Sub-job Of
Job Name
Job Description
Job Contact
% Complete
Start Date
Finish Date
Job Manager
Linked Customer
Job Status
Reimbursable
Due Date
Promised Date
Item Description
Customer Card ID
Custom List No. 1, No. 2, No. 3
Custom Field No. 1, No. 2, No. 3
Delivery Address
Delivery Address Phone No. 1, No. 2, No. 3
Delivery Address Fax
Delivery Address Contact
Address 3
Address 3 Phone No. 1, No. 2, No. 3
Address 3 Fax
Address 3 Contact
Address 4
Address 4 Phone No. 1, No. 2, No. 3
Address 4 Fax
Address 4 Contact
Address 5
Address 5 Phone No. 1, No. 2, No. 3
Address 5 Fax
Address 5 Contact
Discount
Total
Referral Source
Item Name
Category
Progress Invoice %
Progress Quote Amt
Progress Remaining %
Progress Remaining Amt
Progress Remaining Qty
Progress Total %
Progress Total Amt
Progress Total Qty
Shipping Service
Tracking Number
Date Dispatched
Shipping Notes
Web Store Description
Ship To Address
Inc-VAT Amount
VAT Amt
Freight Taxable
Freight Tax Amt
Currency Code
Exchange Rate
Finishing Choices
Separate Pages
Add to Reports Menu
Prevent Data Changes During Report Generation
Display in: Originating Currency/Local Currency ( AccountEdge Plus only)
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click an Employee Name to open the Card Information window.
Click an Item Name or Item ID No. to open the Item Information window.
Click ID No., Date, Quantity, Item/Acct, Description, Sale Amount, VAT or Status to open the Sales window.
View sample
Reports List

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