This article will go over the Order Totals Report. This report can be looked up by date range, employee and location. This report contains the Company name - Contact name - Contact Information - Date of Creation - Order Net Sales - Total Gross Sales - Account Rep - Industry - Who Took the Order - Number orders for the Company
1 - Click on the More tab - then the Reports tab - then the Sales Reports Tab.
2 - Next click on the Order Totals Report link.
3 - Next choose the Date Range
4 - Then choose Assigned Rep Is or Order Is Taken By
5 - Choose the Sales Rep
6 - Choose which Location
7 - Click on the Generate Report tab.
8 - The Excel file will download to your computer. Please note that you can have the report Emailed by clicking the Click Here link.
9 - Once you click on the Excel file the file will open.
10 - Once the file is open you can then review the information you requested.
You have now learned how to use the Order Totals Report.