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Sales by Sales Representative

Generate Report - Sales by Sales Representative

The Sales Report by Sales Representative allows users to view sales data categorized by individual sales representatives. This report is ideal for tracking performance, revenue contributions, and profit margins on a representative level. The user can choose to generate a report for all users or focus on specific sales representatives.

Follow the steps below to generate the Sales by Sales Representative Report:

1. Access the Report Section

  • Navigate to the Reports section of your dashboard.
  • Select Generate Report from the list of available reports.

2. Select Report Category

  • Locate the Category dropdown at the top of the page.
  • Choose Sales from the list to access sales-related reports.

3. Select the Report Type

  • In the Report field, choose Sales by Sales Representative from the dropdown.
  • Report Description: It showcases sales, profit margins, costs, and tax data organized by sales representatives.

4. Set Date and Time Range

  • In the Start Date and End Date fields, specify the date range for the report.
  • Optionally, set specific times using the Start Time and End Time fields.
  • You may also use present options such as Today, Yesterday, This Week, Last Week, This Month, Last Month, This Year, or Last Year for convenience.
  • Alternatively, click All to include the full dataset without date restrictions.

5. Select Sales Representative

Locate the Sales Representative dropdown. - All Users: Select this option to generate a report for all sales representatives. - Specific Representative: Choose a specific representative from the dropdown to generate a focused report for that individual.

6. Generate the Report

  • After completing all selections, click the Submit button.
  • The system will process your request and display the report data based on your selected criteria.

7. Export or Print the Report

  • Adjust visible columns if needed by clicking the Columns button. Customize the displayed columns to focus on specific metrics. Available column options include:
  • Sales Representataive ID
  • Sales
  • Returns
  • Surcharge
  • Profit
  • Margin
  • Markup
  • Net Sales
  • Total Tax
  • Cost Of Good Sold

  • Total Amount

  • Choose one of the following options for further analysis:

  • Export: Download the report in Excel format.
  • Print: Print the report directly from the system.