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Introduction

This report shows Invoices/Sales/Credits grouped by Sales Person.

Form Access

  • From the main menu, click Reports | Sales | Invoice Analysis, or use the Report Navigator.

 

Report Options

Date Filtering

  • 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.

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