Sales summary by sales person
Sales summary by sales person
This "Sales Summary by Salesperson" report, specifically for "Mark" on June 16, 2025, shows a detailed breakdown of their sales. You can see the "Sub Total" of sales, any "Discount" applied, and the "Total Tax" collected. The "Net Receivable" line indicates the final amount expected from these sales.
(Figure 1 - Sales Summary by sales person Report)
From this report users can see the total sales made by a sales person. The report displays sales invoices along with the agent and the customer details.
Customize layout: You can customize the layout by expanding column sizes and moving columns to your preferred order and right click on the column to get personalized options.(See figure below)
(Figure 2 -Customize layout)
Filter: To refine the report view, click on the Filter option located in the top-right corner of the screen. You can then select a particular date range to narrow down the displayed data. This functionality allows you to focus on a specific period, making it easier to analyze and find the transactions you need.
(Figure 3 - Filter report data)
Print: Click on the Print option to create a physical copy of this detailed report.
(Figure 4 - Print Report)
Export: To save the report, click the Export option. You can then choose to export the data to an Excel file or as a PDF document for easy sharing.
(Figure 5 - Export Report)