This article explains how to open Pivot by Salesperson Report. This report display Sales data by Month sorted by Salesperson.

Detail Steps

To access Report:

  1. Open WMS
  2. Select Reports > Sales > Sales Summary > Pivot by Salesperson
  3. 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

   10. Select Warranty period or *Show All

   11. Select Showing:

     12. Select Report Type: Summary or Detail

     13. Generate Report

Example Summary Type:

Example Detail Type:

Related Information

If encounter issue running Report please contact Datapel Support team.


Exporting Reports