Report per Salesperson

Hanen
Hanen Member Posts: 281
Hello,

How can I generate a report per SalesPerson.
I want to get the SalesPerson code and rthe list of his customer and amount in an excel file using ExcelBuffet Table an,d a table containnig the salesperson code, name , customer code and amount.

Please Help.
Regards

Hanen TALBI

Comments

  • Deep
    Deep Member Posts: 569
    I cannot explain how to use excel buffer, but you can very well use a dataport to export customer ledger entry table with your required data as mentioned in your post using the below filters:

    Document Type = Invoice
    Salesperson Code = My Salesperson Code
    Date = My date range

    You can export all the Invoice document types for a required date range, pivot it in excel, and can see sales per salesperson per customer.
    Regards,

    Deep
    India
  • kapamarou
    kapamarou Member Posts: 1,152
    Design form 554 Analysis by Dimensions and go to Functions menu button. There should be an Export to excel option there. You can study this.