Quick Reports are designed to give you as much information at-a-glance as possible, without making you run full reports to find something simple about your Salespeople.
What you'll learn
- How to run a Quick Reports for Salespeople
- How to export a Quick Report
This feature is found by clicking the Quick Report button next to the desired Manufacturer.
The resulting window shows you basic sales information for the last calendar year for all customers who this Salesperson has written orders for.
Show All Toggle (1) - Allows you to toggle between seeing data within the last calendar year and all time.
Retailer (2) - Allows you to toggle seeing data based on customers or manufacturers using the drop-down.
Select Export (3) - Allows you to export the report as seen in the window.