Index

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 tax or freight charges) for each item sold by your salespeople for the reporting period.
 
Report details
Filters
General:
Employees: All/Selected
Custom List # 1, # 2, # 3
Advanced:
Dated: From/To
ID: From/To
Amount: From/To
Referrals
Categories
Ship Via
Promised Date Range
Customer PO #
Sale Status
Identifiers
Currencies
Sorted by
Employee
More Report Fields (not preselected)
Location ID
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 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 # 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
Item Name
Category
Finishing Choices
Separate Pages
Add to Reports Menu
Prevent Data Changes During Report Generation
Display in: Originating Currency/Local Currency
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 # to open the Item Information window.
Click ID #, Date, Quantity, Item/Acct, Description, Sale Amount, Tax or Status to open the Sales window.
View sample
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