You are here: Sales Staff Performance Analysis window
Sales Staff Performance Analysis window
Purpose
Use this window to establish report criteria and generate the Sales Staff Performance Analysis report.
To access this window
Select Sales Staff Performance Analysis on the Report Catalog window - Customer tab and click Run.
Diagram
The following thumbnail illustrates the Sales Staff Performance Analysis window. Click it to view a full-size image.
Item descriptions
Item | Description |
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General report parameters Use the following group of boxes to define the parameters AIMsi will use to identify sales to include on a generated report. |
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Date Range |
Enter a range of dates on which to report. To quickly enter today's date, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. This box supports F6 functionality; the Choose Date window opens. |
Location |
Select a location on which report. All Locations is selected by default. |
Employee |
Select one or more employees or groups on which to report. Hold down Ctrl while clicking with the left mouse button to select more than one employee or group. By default, all employees are included on the report. Right-click in this box to add or remove inactive employees as selections for the report. |
Category |
Select one or more categories on which to report. Hold down Ctrl while clicking with the left mouse button to select more than one category. By default, all categories are included on the report. |
Sub Category |
Select one or more subcategories on which to report. Hold down Ctrl while clicking with the left mouse button to select more than one subcategory. By default, all subcategories are included on the report. |
Include/exclude on report options Use the following boxes to further narrow the results on the report within the parameters defined above. |
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Include Trade-Ins |
Select this check box to include sales made with trade-in credit on the report. |
Include Rental Sales |
Select this check box to include rental contract sales on the report. |
Non Inventory Items |
Select this check box to include sales of non-inventory items (such as shipping) on the report. |
Remove Returns |
Select this check box to exclude returns from the report. |
Reduce Cost by Depreciation |
Select this check box to print the depreciated cost of an item on the report. |
Options for sales
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Select one of these options to include all sales or only sales paid in full on the report. |
Options for cost
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Select one of these options to include cost or weighted cost on the report. |
Options for report detail
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Select one of these options to indicate the level of detail you want to include on the report. Total by Salesperson is selected by default. |
Item | Description |
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OK |
Accepts your changes to the window and displays the Select Output Destination window where you can generate your report. |
Cancel |
Cancels your changes and returns to the Report Catalog window. |