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<< Click to Display Table of Contents >> Salesperson Listing |
  
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<< Click to Display Table of Contents >> Salesperson Listing |
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The Salesperson Listing Reports function allows you to generate a report that provides basic information on your sales personnel.
The report can be used to review and update the information regarding your sales personnel.
To print a Salesperson Listing, perform the following steps:
1.Access the Salesperson Listing function from the Listings group under the Reports main menu.
2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.
3.Select the report sorting option by clicking the List box button next to the Sort By field.
4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.
5.In the Report Configuration area, define the desired report filters. You may mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the desired criteria in generating the report.
6.Select which salespersons you want to show in the report, depending upon the status:
•Active and Inactive Salespersons
•Active Salespersons Only
•Inactive Salesperson Only
7.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.
The Salesperson Listing function also provides you with the flexibility to perform the following:
•Set up user-defined configuration macro
•Set up user-defined sort option
•Set up user-defined report layout
•Include notes in the printed report
•Export the report to various supported file formats
•Send the report as attachment to an email
•Include time and printed by information
•Drill-down on certain fields in the report:
oSalesperson
AccountMate displays the Salesperson Profile when you double-click a salesperson code in the report. |
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