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DM Monthly Report

Table of Contents [Hide/Show] Default Menu Location General Description Fields/Filters Standard Report Fields Standard Report Fields(Summary) Additional Report Fields for Customization

Default Menu Location¶

Reports >> Task Management >> DM Monthly Report

Click here for screenshot

General Description¶

DM Monthly Report screen generates a report with monthly sales by sales person.

Fields/Filters¶

Year The year for the report to generate

Sales Person Sales person for the report

Standard Report Fields¶

Salesman

• sp
  

JAN

• month1
  

FEB

• month2
  

MAR

• month3
  

APR

• month4
  

MAY

• month5
  

JUN

• month6
  

JUL

• month7
  

AUG

• month8
  

SEP

• month9
  

OCT

• month10
  

NOV

• month11
  

DEC

• month12
  

TOTAL

• month1+month2+month3+month4+month5+month6+month7+month8+month9+month10+month11+month12
  

STR

• strtotal
  

RETRO

• retrotot
  

Standard Report Fields(Summary)¶

TOTAL

• month
  

D.M.STRUCT

• struct
  

D.M.RTR

• retro
  

Additional Report Fields for Customization¶