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About Sales by Consultant

  • Created August 22, 2016
  • Author James Browning
  • Category Reports/Export Tab

This report shows a report on all invoices per sales consultant.

.

Select the invoices you want to display by choosing the appropriate option, namely, Show all invoices, PAID only, UNPAID only, or FAILED only.

  1. Click Invoices containing item code and choose the item codes to include in the report, and then choose the Date Issued From and To fields and select the dates from the respective calendars to determine the date range for which you want to generate the report.
  2. Click Go to generate a report on all invoices relating to the selected criteria. Information is displayed under the following headings
.
    • Consultant ID
    • Consultant name
    • Consultant reference
    • Number of invoices
    • Total Exclusive
    • Total Inclusive
.

Click the Export as (csv) icon if you want to export this list to a format that can be viewed and edited in, for example, Microsoft Excel.

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Knowledge Base Authors

  • James Browning
    Articles Authored: 124

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