Running User Sales Reports

With the User Sales Reports tool, if the report templates have already been created, running them could not be easier. Here are the steps:

Step 1 – “Schedule”

First decide if you want to run the report “Now” or at some future time. This allows you to schedule long running sales reports for later in the evening or overnight when required.

Step 2 – “Filters”

If/when required, enter your filters to be used for the reports being run as per the example above

Step 3 – “Reports”

Now simply find the report templates you want to run and “add” them to the list as shown on the sample above. As many reports as required can be selected to be run at the same time. From this screen you can also change the report templates and create new templates based on existing ones by using the links provided on the screen above.

When you are done, simple press “Submit” to be given the options on running the reports as shown in the sample. Note that there are links to run any of the selected reports, as well as a link to run them all at one time. Below is a sample of the “detailed” page from a a report, along with a sample of a “summary” page that the system automatically generates:

Detailed page sample:

Summary page sample