How to modify a sales rep sales report to filter for a specific sales rep

How to modify a sales rep sales report to filter for a specific sales rep

Summary

This article explains how to modify a sales by sales rep sales report to filter on a specific sales rep.

More Information

To filter a sales by sales rep report on a specific sales rep you will need to modify the filter criteria to include the sales rep's name.

Currently the following reports can be modified to include the sales rep name filter:

  • Sales by Sales Rep. - Detail - Custom Date Range
  • Sales by Sales Rep. - Summary - Custom Date Range
  • Sales by Sales Rep. - Sum. Ext. (Invoiced) - Date Range

Once you have choosen a report to be modified, follow the steps below.

Modify the selected report

  1. From the Reports menu, click Reports Center.
  2. Find and select the report you want to modify.
  3. On the toolbar, click the Copy button.
  4. Enter a new name for the report.
  5. Click OK.
  6. Click the Modify button.
  7. Click the Filter Data button.
  8. You will see an existing expression in the Expression field.
  9. Scroll to the end of the existing expression.
  10. Enter the following additional expresssion text (without the double-quotes): " AND Employees.Name = '<<Sales Rep|Name>>'"
  11. Click OK.
  12. Click the Header/Footer tab.
  13. Change the Title and Subtitle of the new report.
  14. Click OK.

Run the new report

  1. Select the new report in the Reports Center.
  2. On the toolbar, click Run Report.
  3. Enter the required criteria. For the sales rep name, enter the name just as it appears in the sales rep field in Order Entry.
  4. Click Continue.

APPLIES TO

  • Solatech Window Covering Software 4.2

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