3. Double-click Rep Orders Analysis from the list of reports.
4. Select the Rep Range to include in the report.
5. Tick the check-boxes for any of the options you wish to apply to the report: if you tick Include Customer Totals you can enter an Account Range to be included in the report.
6. Select a
Product Group range.
7. New page per Rep will insert a page break after each rep's total.
8. You must select either Include Order Totals or Include Order Detail
Lines.
9. Fully Invoiced Orders Only will exclude uninvoiced sales orders from
the report.
10. Include Cost & Profit Values can be omitted if you want to shows sales
values only.
11. You must select one of the Order Type options: Invoice Orders Only, Credit Note Orders Only or All Orders. If Fully Invoiced Orders Only is
ticked above, All Orders will include both invoices and credit notes. If
Fully Invoiced Orders Only is not ticked, All Orders will include all
uninvoiced and invoiced sales orders and credit notes.
12. Select the Period No to run the report for, or enter a Date Range.
13. Click the Print button.
14. Select where you want to send the report output to from the Send To
options.(more info).
15. Click Ok.
Click here
to view an example page from the Rep Orders Analysis report.
This example has been run for a date range rather than period number, and
only Includes Order Totals from the 'check-box' options and All Orders from
the order type options.