Overview

The daily sale by day by salesperson reports allows you to run it in a date range parameter, when the report is produced you can the the date of sales, sales person, number of sales, values and margins.

Image of report result

Running the report

1. In the Navigation panel, go to Reports then Analysis Reports.

2. In the list of reports find the category Sales and then double click on Daily Sale by Rep By Site,  below screen appears

    Show me

   

3. Select a parameter some options may be as per image

4. Click on Show Report Using Parameters, screen as per below will appear. Enter the start date and end date and select a sale person.

    Show me

   

5. After you have clicked OK the report runs
6. Result appears as above image.

Use Case

Managers would like to see how the sales team are performing