Generates a real-time report of your top sales orders.
Select Analytics from the home screen, then select Top Sales Order to show this report with the default settings. You can edit the report options and save them as the default report, or save this report with 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. |
time frame | Select the time frame: Monthly, Quarterly, or None. |
Posting Date | Select a date on the calendar, or None. |
Sales Rep | If you are a manager and have the appropriate permissions, you can indicate a sales representative or all representatives. |
Number of Sales Orders | Select the number of sales orders to include. |
Sort By | Select Net Value or Default. |
Sort Order | Select Ascending or Descending. |