Introduction
This report shows Invoices/Sales/Credits grouped by Sales Person.
Form Access
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From the main menu, click Reports | Sales | Invoice Analysis, or use the Report Navigator.
Report Options
Date Filtering
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Date Filter – Tick this checkbox to enable date-driven filtering.
- Date Range – Select from a variety of common date ranges from which to filter.
- From _____ To _____ – Setup a custom date range filter by entering the beginning date in the “From” field, and the ending date in the “To” field.
Additional Filtering
- Salesperson – Used to filter the report by a particular salesperson.
- Department Filter – Used to filter the report by a particular department.
- Marketing Source – Used to filter the report by a particular marketing source.
Additional Report Options
- Include only Sales which have been paid – Tick this checkbox to have the report display paid sales only.
- Display Summary Only – Tick this checkbox to have the report display in summary mode.
- Include Details of Sale – Tick this checkbox to have the report include sale details.
- Include Payments – Tick this checkbox to have the report include received payments. Note that payments are not the same as departments.
