More Details about the Sales (Salesperson Detail) Report

Index to Reports window > Sales > Salesperson > Sales [Salesperson Detail] > More Details

Filters

All/Selected Employees
Identifiers
Custom List No.1, No.2, No.3
Sale Status
Dated From/To
From ID -- To
Separate Pages

Sort By

Employee

Subtotals / Totals

Subtotal for each Account, Item No., Activity No.: Sale Amount

Grand Total for each Employee: Sale Amount

Optional Fields

additional fields that can appear in this report by selecting them in the Report Design window

Customer's PONo.
Customer Name
Billing Address
Billing Address PhoneNo.1
Billing Address Contact
Notes
Terms
Credit Limit
Volume Disc. %
Amount Paid
Current Balance
VAT ID
Deliver Via
Memo
Carriage
Comments
Job
Job Description
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 PhoneNo.1, No.2, No.3
Delivery Address Fax
Delivery Address Contact
Address 3
Address 3 PhoneNo.1, No.2, No.3
Address 3 Fax
Address 3 Contact
Address 4
Address 4 PhoneNo.1, No.2, No.3
Address 4 Fax
Address 4 Contact
Address 5
Address 5 PhoneNo.1, No.2, No.3
Address 5 Fax
Address 5 Contact
Discount
Total
Referral Source

Drill Down to Source window

roll the cursor arrow over the field[s] identified here and the arrow changes to a magnifying glass; click while the magnifying glass is displayed to open the source window

Click: Employee Name
Opens: Profile view of Card Information window

Click: Item Name, Item ID No.
Opens: Profile view of Item Information window

Click: IDNo., Date, Quantity, Item/Acct, Description, Sale Amount, VAT, Status
Opens: Sales window