Analy
z
e Sales [Salesperson] report
For a selected accounting period, this report lists every each salesperson’s total sales and their percentage of total sales, based on recorded invoices, not including orders or quotes.
Report details
Filters
General:
Employees: All/Selected
Custom List # 1, # 2, # 3
Advanced:
Dated: From/To
Identifiers
Analyze Sales for [year]
Currencies
Note:
All rates listed for Billing Rate Levels are excluding tax.
Sorted by
Employee Name
Subtotals / Totals
Subtotal:
Sales
More Report Fields (not preselected)
Card ID
Custom List # 1, # 2, # 3
Custom Field # 1, # 2, # 3
Employee Billing Rate
Cost per Hour
Notes from Card
Finishing Choices
Include $0.00 Balances
Add to Reports Menu
Prevent Data Changes During Report Generation
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click an
Employee Name
or a sale to open the
Card Information
window.
View sample
Reports List
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