EE: Example Report: Sales By Salesperson

Create a Report showing monthly sales by Salesperson in just a few clicks.

Verify the results of a Report after you run it by going back to Options and adding Job Name to check that all the Jobs expected to be included are included.

  1. Go to Report > Click the Create button from the top menu.
  2. Choose a Time Selection, Reporting Date, and click the More icon to the right of Measure and select Total Quote Line Pre-tax Amount by Quote Date.
  3. Use the selections below for a Report of monthly sales by Salesperson.
  4. Add Quote Salesperson and Month as Display Fields.
  5. Save your Report for quick access later.