With the Salesperson - Opportunities report, you can print information about the opportunities handled by 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:
No. field: Enter the numbers of the opportunities you want to include in the report. If you leave this field empty, the report will include all your opportunities.
Salesperson Code field: Enter a salesperson code if you want the report only to include opportunities assigned to that particular salesperson/purchaser.
Campaign No. field: Enter a campaign code if you want the report only to include opportunities linked to that particular campaign.
Contact No. field: Enter a contact number if you want the report only to include opportunities involving that contact.
Creation Date field: Enter a date if you want the report only to include opportunities created on that date.
Closed field: Click to insert a check mark if you want the report only to include closed opportunities.
Date Closed field: Enter a date if you want the report only to include opportunities closed on that date.
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.
Entering Criteria in Filters