Salesperson - To-dos Report

With the Salesperson - To-dos report, you can print information about the to-dos assigned to one or several salespeople.

If you want to include more information, you can select additional fields to be included in the report. To do this, in the Field field, press F3, click the AssistButton and then select the relevant field(s). You can set filters on any of the fields. If you do not set any filters, the report will include all your records.

To print the report, click the Print button. To see the report on screen, click Preview. If you want to save your report and print it later, click Cancel (the program automatically saves your report).

To filter the information in the report, in the Filter field, fill in the relevant information as follows:

To-do tab

Salesperson Code field: Enter the code of the salesperson (or salespeople) you want to include in the report. If you leave this field empty, the report will include to-dos for all your salespeople.

Team Code field: Enter a team code if you want the report only to include to-dos assigned to that particular team.

Campaign No. field: Enter a campaign number if you want the report only to include the to-dos linked to that particular campaign.

Starting Date field: Enter a date or a date filter if you want to limit the report to a specific period.

Click the up-arrow in the lower left-hand corner of the window to see the table with the result of the filters you have set for the report.

Related Topics

Entering Criteria in Filters