Viewing the Sales by Salesperson Report

The Sales by Salesperson report displays all invoices for the specified period, divided by each salesperson individually.Note: The “Sales by Sales Person” report differs from the “Sales by Staff” report. The Sales by Staff report displays the report based on the user who created the invoice, while the Sales by Sales Person report shows invoices based on the sales person specified when adding the invoice.

Steps to view the Sales by Sales Person Report

  1. Click on the “Reports” menu.
  2. Click on “Sales Reports”.
  3. From the “Sales Reports” page, select the “Sales by Sales Person” report.
    1. Select “Details” to view the details of each invoice individually.
    2. Select “Summary” to view the total amounts of invoice transactions within the specified period.
  4. After displaying the report, you can apply several additional filters:
    • Date Range: Use this field to specify the start and end dates of the period you want to view the report for.
    • Client: Select the client for whom you want to view the sales report.
      • If no specific client is selected, the system will display the report for all clients.
    • Invoiced By: Choose a specific user or all users to view the report for invoices created by them.
    • Currency: Specify the currency in which you want to view the report.
    • Work Order: Select a work order to display invoices related to it only.
    • Branch: Select one or more branches to display the sales report for their respective invoices.
  5. Once you’ve adjusted the filters, click on “Show Report”.
  6. You can print the report using “Print” or export it to a CSV, Excel, or PDF file from the export options.

Note: You can change the way the report is displayed from viewing it by Sales Person to viewing it by Client, Staff, or within a specific time period using the “Sales Person” field located below the filter settings.