Generates a realtime report of your top sales orders.
Select Analytics from the home screen, then select Top Sales Order to display this report with the default settings. You can edit the report options and save them as the default report, or save this report to a user-defined name in My Reports.
Option | Description |
---|---|
Name | Enter a name for the report. |
Status | Select the sales order status. |
Period | Select the period: Previous, Current, Next, or None. |
Timeframe | Select the timeframe: Monthly, Quarterly, or None. |
Posting Date | Select a date on the calendar, or None. |
Sales Rep | If you are a manager, you can indicate a sales representative or all representatives. |
Number Of Sales Orders | Select number of sales orders to display. |
Sort By | Select Net Value or Default. |
Sort Order | Select Ascending or Descending. |