Sales Analysis By Account Within Salesperson

Use the Sales Analysis By Account Within Salesperson screen to generate reports for sales pepole.

The Sales Analysis By Account Within Salesperson screen is accessed from the Financial Reporting menu under the Financial Reporting Runs options in the Financial Management tab.

The fields on the Sales Analysis By Account Within Salesperson screen are:

Field Description
Start Date The target date for the beginning of the financial report.
Stop Date The target date for the end of the financial report.
Report Type

Select one of these options:
Select Printer Key in or search the desired printer for output.
Report Print By

Orders the printed report based on specific criteria. The print options available are:

  • Print By Invoice Salesperson
  • Print By Current Salesperson
  • Print By Current Territory
Salespeople Key in or search for a specific salesperson.

If or PDF is selected, produces a PDF version of the Sales Analysis report.

If Only Billed Work Orders is selected, entries are filtered to produce report analysis for billed work orders only.

Click Submitto prepare the report for printing.

Security: 602 -Financial Management - General Ledger

Revision: 2025.06