Description
This article explains how to open Pivot by Salesperson Report. This report displays Sales data by Month sorted by Salesperson.
Detail Steps
To access Report:
Open WMS.
Select Reports > Sales > Sales Summary > Pivot by Salesperson.
Select Report Set (select *Default if no additional customisations done).
4. Select Customer or *Show All.
5. Select Location or *Show All.
6. Select Item or *Show All.
7. Select Supplier or * Show All.
8. Select Job Code or *Show All.
9. Select Referral Source or *Show All.
10. Select Date range.
11. Select Warranty period or *Show All.
12. Select Showing:
13. Select Report Type: Summary or Detail.
14. Generate Report.
Example Summary Type:
Example Detail Type:
Related Information
If you encounter an issue while running Report, please contact Datapel Support team.