Sales Territory Report
Modified on Wed, 26 Sep 2012 11:25 by Greg Andrews — Categorized as: Sales Force
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General Information
Fields/Filters
General Information
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Menu Location:
Reports>> Sales Force>> Territory Commission Report
Screen Name:
TERRREPT
Function:
This custom report allows users to view sales of item groups by Territory or Account Manager. While also selecting a date range.
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Fields/Filters
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Report Month:
Enter a range of months to run the report by; 01/12 - 06/12. For the a single month enter the date in both fields.
Cust#:
Enter a Customer ID or Customer Name to run the report by a single customer.
Terr:
Select the check boxes on the right to include the territory in the report
Acct Mgr:
Select the check boxes on the right to include the account manager in the report
Use the A/N buttons to select ALL of the options in the gird or clear the check boxes with N - NONE.