Reports covered by this topic:
- Sales Summary
- Sales and Commissions
- Agency Sales Summary
- Agency Sales and Commissions
- Sales Rep Sales Summary
- Sales Rep Sales and Commissions
Each report in Report Explorer will have a set of parameters, options available to the user to perform filtering, sorting, and layout control for the report. The parameters are chosen before the report is run to create the desired output. Following is a list of the standard parameters available on the reports.
The available parameters on any given report will vary based on what makes sense for the data contained in that report.
Report Format
options: PDF (Portable Document Format), XLS (Excel), MHTML (web archive format), TIFF (image)
description: Allows for the output of the report in various formats for different uses. PDF is an excellent format for electronic filing, e-mailing, and printing. Excel is the best choose for graphing, adding custom calculations, and formatting & manipulating the report data. TIFF is the native fax format and can be used for such or as a standard image format for graphics and online content.
Beginning Invoice Date
The start date for the report based on the Invoice Date from the invoices or sales totals shown on the report. This option is available on reports based on Invoice Entry information, such as the standard sales reports.
Beginning Payment Date
The start date for the report based on the Payment Entry Date from the payments shown on the report. This option is available on reports based on the Payment Entry screen, such as the commission paid to the agency and commission paid to the sales rep reports.
Commission Type
options: Total Commissions, Agency Split, Sales Rep Split.
Select the type of commission to be shown on the report. Total Commission is the total commission amount from the manufacturer, regardless of how it is distributed within the sales agency. Agency Split is the amount of the received commission that is paid to the sales agency. Sales Rep Split is the amount of the received commissions that is paid to the sales rep.
permissions: The User will only be able to show commission types that they are permitted to see based on the "Report Commissions Figures", "Agency Split", and "Sales Rep Split" permissions found in System Administration.
question answered: How much commissions did the agency each based on the sales for these customers? What is my (sales rep) portion of the commission based on sales I did last quarter?
Company Category
Select a category from the list found on the Companies. The resulting report is filtered by the selected category.
permissions: The categories shown are from the companies of the customers for which the current User has access, either through permissions or sales rep assignment in the Customer Listing.
question answered: What are the Sales for a buying group? What are the commissions being earned in a particular market segment?
Customer Name contains
Enter any part of the customers' name. The resulting report will be filtered to contain only customers with the entered information as part of their name. The entered information can appear anywhere in the name.
question answered: What are my sales for all of the "XPEDX" branches?
Customer State contains
Enter any part of the Business State of the Customer. The resulting report will be filtered to contain only customers with the entered information in their Business State.
question answered: What are my sales in NY?
Ending Invoice Date
The end date for the report based on the Invoice Date from the invoices or sales totals shown on the report. This option is available on reports based on Invoice Entry information, such as the standard sales reports. Reports that display month information will display the month of the ending date as the month in the corresponding column.
Ending Payment Date
The end date for the report based on the Payment Date from the payment entries shown on the report. This option is available on reports based on Payment Entry information, such as the standard commissions paid to the agency and commissions paid to the sales rep reports. Reports that display month information will display the month of the ending date as the month in the corresponding column.
Include Hidden Customers
The default setting of checked shows all Companies that had sales, regardless of the whether the Hide checkbox on the Company is checked or not. If the Hide checkbox of the Company is checked (i.e. the Company is "Hidden"), then unchecking this report parameter will exclude that company from this report.
Principal
Select the desired Principal from the list. The resulting report will be filtered to only include information for the selected Principal.
question answered: Are my commissions up or down with this Principal? Which of my sales reps is doing the most business with this Principal?
Report Title
Enter a custom title for the report. The report title will appear at the top of the report, and provides a way for the user to annotate the report for clarity in what it references.
Sales Rep on Customer
Select the desired sales rep from the list. The resulting report will be filtered to show information for only the selected sales rep, as shown by the Customer Listing screen's rep assignments. This option is available on reports that deal with sales based on invoice date and current customer assignment.
permissions: Only sales reps or territories visible to the User will show in the list of available sales reps.
question answered: What is the sales history for this territory, regardless of who the accounts were previously assigned to?
Sales Rep on Invoice
Select the desired sales rep from the list. The resulting report will be filtered to show information for only the selected sales rep, as shown by the sales rep assigned to the Invoice in the Invoice Entry screen. This option is available on reports that deal with commissions paid based on Payment Entry date and individual invoice assignment.
permissions: Only sales reps or territories visible to the User are available in the list.
question answered: Who gets credit for this sale, regardless of who is currently assigned to the customer (typically used in accounts where more than one rep shares responsibility)? Who did I pay the commissions to for this sales (historically accurate despite how many times the customer might have been reassigned to a different rep)?
Show $0 in Current Month
Select this option to show entries that have not purchased anything in the current month (month of the ending date). With this option off, the report shows only customers/principals/sales reps that have sales in the current month. This parameter is available on reports that have a month column.
question answered: Who has made purchases this month?
Show $0 in Current Year
Select this option to show entries that have not purchased anything in the current year. With this option off, the report shows only customers/principals/sales reps that have sales in the current year. With this option on, the report shows all customers/principals/sales reps that have any sales within the current or previous year.
question answered: Who has made purchases this year, but not necessarily this month (with Show $0 in Current Month on)? Who purchased something last year but hasn't purchased from me this year yet?
Show Chart
Controls whether the main chart on the report is visible or not. The default for small charts is set to on (visible). Large charts are set to be off (not visible) by default.
Show Details by
options: no details, Principal, Customer, Sales Rep
Select the desired details level of the report. This parameter shows the valid selections for the details-level of the report, which is the level directly under the main level "Show Sales by".
question answered: What are the sales breakdown numbers for each customer? How is each sales rep doing with each of the Principals?
Show Sales by
options: Customer, Principal, Sales Rep
Select the desired main item to report on. This parameter controls the main topic of this report, level 1 of the table. The selected item is displayed in the title of the report, and primarily controls the content of the report.
question answered: What is the sales summary for this Principal? Which Customers has purchased from me this month?
The available parameters on any given report will vary based on what makes sense for the data contained in that report.
Report Format
options: PDF (Portable Document Format), XLS (Excel), MHTML (web archive format), TIFF (image)
description: Allows for the output of the report in various formats for different uses. PDF is an excellent format for electronic filing, e-mailing, and printing. Excel is the best choose for graphing, adding custom calculations, and formatting & manipulating the report data. TIFF is the native fax format and can be used for such or as a standard image format for graphics and online content.
Beginning Invoice Date
The start date for the report based on the Invoice Date from the invoices or sales totals shown on the report. This option is available on reports based on Invoice Entry information, such as the standard sales reports.
Beginning Payment Date
The start date for the report based on the Payment Entry Date from the payments shown on the report. This option is available on reports based on the Payment Entry screen, such as the commission paid to the agency and commission paid to the sales rep reports.
Commission Type
options: Total Commissions, Agency Split, Sales Rep Split.
Select the type of commission to be shown on the report. Total Commission is the total commission amount from the manufacturer, regardless of how it is distributed within the sales agency. Agency Split is the amount of the received commission that is paid to the sales agency. Sales Rep Split is the amount of the received commissions that is paid to the sales rep.
permissions: The User will only be able to show commission types that they are permitted to see based on the "Report Commissions Figures", "Agency Split", and "Sales Rep Split" permissions found in System Administration.
question answered: How much commissions did the agency each based on the sales for these customers? What is my (sales rep) portion of the commission based on sales I did last quarter?
Company Category
Select a category from the list found on the Companies. The resulting report is filtered by the selected category.
permissions: The categories shown are from the companies of the customers for which the current User has access, either through permissions or sales rep assignment in the Customer Listing.
question answered: What are the Sales for a buying group? What are the commissions being earned in a particular market segment?
Customer Name contains
Enter any part of the customers' name. The resulting report will be filtered to contain only customers with the entered information as part of their name. The entered information can appear anywhere in the name.
question answered: What are my sales for all of the "XPEDX" branches?
Customer State contains
Enter any part of the Business State of the Customer. The resulting report will be filtered to contain only customers with the entered information in their Business State.
question answered: What are my sales in NY?
Ending Invoice Date
The end date for the report based on the Invoice Date from the invoices or sales totals shown on the report. This option is available on reports based on Invoice Entry information, such as the standard sales reports. Reports that display month information will display the month of the ending date as the month in the corresponding column.
Ending Payment Date
The end date for the report based on the Payment Date from the payment entries shown on the report. This option is available on reports based on Payment Entry information, such as the standard commissions paid to the agency and commissions paid to the sales rep reports. Reports that display month information will display the month of the ending date as the month in the corresponding column.
Include Hidden Customers
The default setting of checked shows all Companies that had sales, regardless of the whether the Hide checkbox on the Company is checked or not. If the Hide checkbox of the Company is checked (i.e. the Company is "Hidden"), then unchecking this report parameter will exclude that company from this report.
Principal
Select the desired Principal from the list. The resulting report will be filtered to only include information for the selected Principal.
question answered: Are my commissions up or down with this Principal? Which of my sales reps is doing the most business with this Principal?
Report Title
Enter a custom title for the report. The report title will appear at the top of the report, and provides a way for the user to annotate the report for clarity in what it references.
Sales Rep on Customer
Select the desired sales rep from the list. The resulting report will be filtered to show information for only the selected sales rep, as shown by the Customer Listing screen's rep assignments. This option is available on reports that deal with sales based on invoice date and current customer assignment.
permissions: Only sales reps or territories visible to the User will show in the list of available sales reps.
question answered: What is the sales history for this territory, regardless of who the accounts were previously assigned to?
Sales Rep on Invoice
Select the desired sales rep from the list. The resulting report will be filtered to show information for only the selected sales rep, as shown by the sales rep assigned to the Invoice in the Invoice Entry screen. This option is available on reports that deal with commissions paid based on Payment Entry date and individual invoice assignment.
permissions: Only sales reps or territories visible to the User are available in the list.
question answered: Who gets credit for this sale, regardless of who is currently assigned to the customer (typically used in accounts where more than one rep shares responsibility)? Who did I pay the commissions to for this sales (historically accurate despite how many times the customer might have been reassigned to a different rep)?
Show $0 in Current Month
Select this option to show entries that have not purchased anything in the current month (month of the ending date). With this option off, the report shows only customers/principals/sales reps that have sales in the current month. This parameter is available on reports that have a month column.
question answered: Who has made purchases this month?
Show $0 in Current Year
Select this option to show entries that have not purchased anything in the current year. With this option off, the report shows only customers/principals/sales reps that have sales in the current year. With this option on, the report shows all customers/principals/sales reps that have any sales within the current or previous year.
question answered: Who has made purchases this year, but not necessarily this month (with Show $0 in Current Month on)? Who purchased something last year but hasn't purchased from me this year yet?
Show Chart
Controls whether the main chart on the report is visible or not. The default for small charts is set to on (visible). Large charts are set to be off (not visible) by default.
Show Details by
options: no details, Principal, Customer, Sales Rep
Select the desired details level of the report. This parameter shows the valid selections for the details-level of the report, which is the level directly under the main level "Show Sales by".
question answered: What are the sales breakdown numbers for each customer? How is each sales rep doing with each of the Principals?
Show Sales by
options: Customer, Principal, Sales Rep
Select the desired main item to report on. This parameter controls the main topic of this report, level 1 of the table. The selected item is displayed in the title of the report, and primarily controls the content of the report.
question answered: What is the sales summary for this Principal? Which Customers has purchased from me this month?
Added: July 5, 2009
Show $0 in Current Year / Month
The trouble with some reports is that they are incredibly lengthy and rarely distill just the new information that we care about at the moment... The Sales Summary and Sales and Commission reports are ones that typically are run each month. Since we are running these each month, it is more helpful to see just what is new and happening currently. To accomplish these, the reports exclude any customer that has NOT purchased from us in the selected time range. In other words, it excludes any customer that would have a $0 in the current month or current year (varies by report).
It is, however, sometimes important to run these reports (probably less frequently) while including those customers that have $0 sales. A good example of this might be to see who has not purchased from us, so that we can make a sales call on them specifically. To accomplish this, the report parameter is provided -- check "Show $0 in Current Year" to include customers that had no purchases in the selected year; check the "Show $0 in Current Month" parameter to include customers that did not purchase in the most recent month of the report.
Controlling this parameter on the report controls the length of the report and the totals that the User sees. Keep in mind that when a customer is excluded from the report they had no sales dollars in the current year and neither will their sales history be shown in the past year, as they are truly excluded from the report. The most obvious place to see this is in the Sales Repversion of these reports, as those reports contain both the Principal total and Customer total. When the customer is excluded, these two totals naturally won't match. A comparison of these two totals begins to reveal the amount of business due to returning customers as compared to new customer generation efforts. The Sales Rep reports specifically say this as the default Titleof the report, to remind the User of this point (the User can, of course, change the Title to anything they like, but it is there are a reminder).
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