Sales by Salesperson Detail report: options and information

Available in Microsoft Office Accounting Professional 2008 only.

The Sales by Salesperson Detail report contains detailed information about the total sales by salespeople over a selected time range. After you have used the Sales by Salesperson Summary report to focus on certain sales performances, you can use the Sales by Salesperson Detail report to analyse the transactions that make up a salesperson's sales total. Default information in this report includes transaction types and numbers, customer names, product names, sales amounts and commissions. You can use column options to view additional information, such as quantities sold, job names, sales orders and quotes relating to customer invoices, payment terms and delivery dates. The report displays the current month-to-date period, but you can modify the period by using the Date toolbar or the Select Filter Options dialog box.

In the Sales by Salesperson Detail report, you can do the following:

  • Click a column heading to sort all report contents by that column.

  • Double-click a row to open the original transaction form for that line item.

    Note: If you open a report and edit an underlying document, you need to refresh the report to see the effect of your changes. Click Refresh Report   Button Image on the toolbar or press F5.

When you move the mouse cursor over information that is linked to additional details, the cursor changes to a pointing finger. This indicates you can double-click that location to display associated information, such as opening the original transaction document.

To open this report, point to Sales on the Reports menu, and then click Sales by Salesperson Detail.

The following table provides links to topics that describe additional ways in which you can work with this report.

To learn how to

See this topic

Modify the appearance of the report.

Modify a report

Filter the report to focus on specific areas.

Report filter options: Sales by Salesperson Detail

Export the report for further analysis.

Export a report to Microsoft Office Excel

Print the report.

Print a report

Save the format of the report after you have customised it.

Save a report

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