Create a Field Rep Sales report to view customer sales summary and margin information for Field Reps..
| Access |
| Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Sales |
| Grant permission to the individual report > Sales > Field Rep Sales |
Create Your Report
Use the drop down list in Report Type and choose Detail or Summary.
Period Selection allows creating a Period range by selecting a period using the drop down list in the Start and End fields. Use the same Period in both fields to report on one period only.
Retain the default of All in Field Rep or select one or multiple field reps. Select Primary Rep Sales Only to report on the Field Reps flagged as Primary in Customer accounts. Select one or a group of Field Reps by clicking on the first Field Rep then hold the Shift key and click on the last Field Rep for the group. To select Field Reps throughout the list, click on the first Field Rep then hold the Ctrl key and click on all Field Reps throughout the list to select.
Retain the default value of All or select one or multiple Item Categories.
Learn more about applying a Customer Filter here.
Select Preview to view the report onscreen.
Select Print to send the report directly to the default printer.
Select Export and 
to save a copy of the report in .xls format.
View a sample report here.
Understanding Your Report
Each Field Rep Name groups the report.
The second level of grouping for the report is the Customer ID and the customer name is displayed.
The name of the Item Category is listed.
Sales Current indicates the current sales for qualifying items on this account for the Period selected on the report.
Sales Prior are the previous sales for qualifying items on this account for the Period selected on the report.
Sales Change is the amount of difference between the Current and Prior Sales columns.
GM Current, Gross Margin Current, the current Gross Margin.
GM Prior, Gross Margin Prior, the Gross Margin for Prior Sales.
GM Change, Gross Margin Change, the amount of difference between the Current and Prior GM columns.
GM% Current is the current Gross Margin percentage.
GM% Prior is the previous Gross Margin percentage.
GM% Change displays the difference between the Current and Prior Gross Margin Percentages
View the Customer Total which are the totals of all columns for each customer.
Past Due Amounts are the amount of past due balance for the customer.
Report Totals shows all columns totaled for all customers.