This article explains how to open Analyse Sales Report by Referral Source. This report display Sales Orders List grouped by Referral Source.

Detail Steps

To access Report:

  1. Open WMS
  2. Select Reports > Sales > Sales Summary > By Referral Source
  3. Select Report Set (select *Default if no additional customisations done)

      4. Select Customer or *Show All

      5. Select Location or *Show All

      5. Select Item or *Show All

      6.  Select Salesperson or *Show All

     7. Select Date range

     8. Select Date Type

     9. Select Sale type:

    10. Select Priority or *Show All

   11. Select Approval or *Show All

   12. Select Report Type: Summary or Detail

   13. Open Advanced Tab

   14. Select Supplier or *Show All

   15. Select Pick Status or *Show All

   16. Select Filter Status: By Order or Line

   17. Select Purchase Order, Job Code, Referral Source and default Salesperson or *Show All

   18. Generate Report

Example Report in Summary Type:

Example Report in Detail Type:

Related Information

If encounter issue running Report please contact Datapel Support team.


Exporting Reports