Menu Path: Customer Service Reports Sales Sales Representative Sales Report
Create a sales report for sales representatives.
Use Sales Representative Sales Report to output a report of sales, costs, and margins for selected sales representatives.
Note If a sales representative ID is entered in the Sales Representative field in User Extended Options for your user ID, then data for your sales representative ID is displayed. This prevents sales representatives from seeing other sales representative's sales information.
Button |
Description |
Exit |
Click this button to close the Sales Representative Sales Report window. |
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Click this button to output the report. |
Field or Button |
Description |
Click the Lookup button to select whether to filter the report for the first or second sales representative. |
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Select this check box to include data for all sales locations on the report. This check box is selected by default. |
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Enter a sales location prefix for which to include data on the report, or click the Lookup button to select a sales location prefix. This field is only enabled if you clear the All Sales Locations check box. For more information on sales locations, see Sales Location / Shipping Location. |
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Enter a sales location name for which to include data on the report, or click the Lookup button to select a sales location name. This field is only enabled if you clear the All Sales Locations check box. For more information on sales locations, see Sales Location / Shipping Location. |
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Select this check box to include data for all shipping locations on the report. This check box is selected by default. |
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Enter a shipping location prefix for which to include data on the report, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All Shipping Locations check box. For more information on shipping locations, see Sales Location / Shipping Location. |
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Enter a shipping location name for which to include data on the report, or click the Lookup button to select a shipping location name. This field is only enabled if you clear the All Shipping Locations check box. For more information on shipping locations, see Sales Location / Shipping Location. |
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Select this check box to include data for all sales representatives on the report. This check box is selected by default. Note This check box is only enabled if a sales representative ID is not entered in the Sales Representative field in User Extended Options for your user ID. |
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Enter the first sales representative in a range of sales representatives for which to include data on the report, or click the Lookup button to select a sales representative. This field is only enabled if you clear the All Sales Representatives check box. Note If a sales representative ID is entered in the Sales Representative field in User Extended Options for your user ID, then this field displays that sales representative ID, and cannot be changed. |
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Enter the last sales representative in a range of sales representatives for which to include data on the report, or click the Lookup button to select a sales representative. This field is only enabled if you clear the All Sales Representatives check box. Note If a sales representative ID is entered in the Sales Representative field in User Extended Options for your user ID, then this field displays that sales representative ID, and cannot be changed. |
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Click this button to display Sales Representative List, which allows you to select multiple sales representatives for which to include data on the report. This button is only enabled if you clear the All Sales Representatives check box. If you click this button and select sales representatives, the check box to the right of the button is selected. |
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Select this check box to include data for all customers on the report. This check box is selected by default. This check box is only enabled if you select the Invoice or Customer radio buttons. |
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Enter a customer code for which to include data on the report, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customers check box. |
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Enter a customer name for which to include data on the report, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Customers check box. |
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Select this check box to include data for all product categories on the report. This check box is selected by default. This check box is only enabled if you select the Category radio button. |
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Enter the first product category for a range of product categories for which to include data on the report, or click the Lookup button to select a product category. This field is only enabled if you clear the All Categories check box. |
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Enter the last product category for a range of product categories for which to include data on the report, or click the Lookup button to select a product category. This field is only enabled if you clear the All Categories check box. |
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Select whether to display data for a range of general ledger accounting periods, months, or dates. The Dates radio button is only available if you select the Invoice or Customer radio button for the Detail option. |
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Click the Lookup buttons to select the first period and year in a range of periods and years for which to display data on the report. These Lookup buttons are only enabled if you select the Periods radio button. |
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Click the Lookup buttons to select the last period and year in a range of periods and years for which to display data on the report. These Lookup buttons are only enabled if you select the Periods radio button. |
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Enter the first month and year in a range of months and years for which to display data on the report. These fields are only enabled if you select the Months radio button. |
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Enter the last month and year in a range of months and years for which to display data on the report. These fields are only enabled if you select the Months radio button. |
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Enter the first date in a range of dates for which to display data on the report, or click the drop-down arrow to select a date. This field defaults to the current date, and is only enabled if you select the Dates radio button. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last date in a range of dates for which to display data on the report, or click the drop-down arrow to select a date. This field defaults to the current date, and is only enabled if you select the Dates radio button. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Select the detail information to display on the report. Note The option you select affects the filter options available. |
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Select this check box to include costs associated with returns that are not re-salable (and not put back into inventory) on the report. |
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Select this check box to include sales for standalone invoices with no line items, which have additional charges that are set up to update sales history. This check box is only enabled if you select the Invoice or Customer radio button for the Detail option. |
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Select this check box to include zero-amount invoices on the report. This check box is selected by default. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Select this check box to email the report to each sales representative. The report will contain data for each sales representative's customers. This check box is only available if you select the Email radio button. |
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Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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