Quick Reports are found on a few key screens and allow you to gain some basic sales information about Salespeople, Manufacturers, and Customers depending on the screen you access them from.
These reports are available to Salespeople and Sales Agency Admins unless otherwise specified.
Customer Quick Report
This feature is found on the View Customers screen, found under the Customers option on the Navigation Menu.
This report allows you to see basic information for Last Year To Date, Last Year Total, Year To Date, the difference between this and last year, and the last time they ordered.
The Show All button allows you to toggle between the default option of seeing only orders within the last calendar year, and ALL sales for this customer.
The Select Export option allows you to choose how you'd like to Export this report if desired, prompting you to name the file before doing so.
Manufacturer Quick Report
This feature is found by using the corresponding button on the far right of each Manufacturer on the Manufacturers screen.
This report allows you to see basic information for Last Year To Date, Last Year Total, Year To Date, the difference between this and last year, and the last time they ordered.
You may also toggle between seeing information by Retailer, or Salesperson:
The Show All button allows you to toggle between the default option of seeing only orders within the last calendar year, and ALL sales for this Manufacturer.
The Select Export option allows you to choose how you'd like to Export this report if desired, prompting you to name the file before doing so.
Selecting customers by Manufacturer for Email Blast
Much like the Customers screen, you may select your desired customers (1), then click the Email Blast button (2) to retrieve the email list of the selected customers.
Salespeople Quick Report
NOTE: This report is only available for Sales Agency Admins
Start by navigating to the Salespeople option on the Navigation Menu.
The icons on the far right of each Salesperson are the Salesperson Quick Reports.
This report allows you to see basic information for Last Year To Date, Last Year Total, Year To Date, the difference between this and last year, and the last time they ordered.
You may also toggle between seeing information by Retailer, or Manufacturer:
The Show All button allows you to toggle between the default option of seeing only orders within the last calendar year, and ALL sales for this customer.
The Select Export option allows you to choose how you'd like to Export this report if desired, prompting you to name the file before doing so.