Running the Sales by Salesperson by Line or Product Report

The Sales by Salesperson by Line or Product Report summarizes the sales for each salesperson by price line or by product G/

To run the Sales by Salesperson by Line or Product Report:

  1. From the Reports > End of Month Reports > Salesperson & Writer Reports menu, select Sales by Salesperson by Line or Product to display the Sales by Salesperson by Line or Product Report window.

  1. In the Branch field, enter the branch or territory to include in this report. To include all branches and territories, enter ALL.

  2. In the Start Date field, enter the first date in a range of dates for which to view sales. This field supports variable dates.

  3. In the End Date field, enter the last date in the range of dates for which to view sales. This field supports variable dates.

The system populates this field with the date entered in the Start Date field, but you can change it, if needed.

  1. In the Salesperson field, enter the login ID for the sales representative whose sales you want to review. If left blank, the report includes all sales representatives.

  2. In the Sort by field, indicate whether to totals the sales dollars for each sales representative by Price Line or by G/.

  3. In the Price Line field, do one of the following:

To include...

Do this...

product sales for a specific price line.

Enter the price line ID.

product sales from all price lines.

Leave the field blank.

multiple price lines in the report.

Use the Multi button to display the Price Line Selection window. Enter the price line IDs and press Esc. *Multi* displays in the field.

  1. In the Customer field, enter the name of a specific customer for which to run the report. If left blank, sales to all customers are included in the report.

  2. Set options, if needed, and generate the report.

If you use the Print or Hold menu options, depending on your authorization level, the system may prompt you to choose whether to view generic (commission) costs, cost of goods sold, or no costs on the report. Select an option to run the report.

See Also:

Completing Tasks Not Available in Solar

Sales by Source by Writer Report