...
- In the Navigation panel, click on Reports then Analysis.
- In the list of reports find the category Sales and then double click on Sales By Salesperson By Customer By Period report
Click on Bind Data to start running the report
Expand title Show me 
Click on Parameter drop-down list to select the required option, then click OK
Expand title Show me 
Enter the Start Period and End Period
Expand title Show me 
Click OK to run the report
- Result appears as above image (Image of report result) depending on parameters
- Click Save and Close
Use Case
Run this to obtain a detailed analysis report for salesperson monthly total sale margin by customer, which consists of:
- Saleperson
- Customer
- Value Ex Tax Invoiced Invoiced
- Margin
- Margin Percent Margin Percent