Report per Salesperson
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.
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
Hanen TALBI
0
Comments
-
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
India0 -
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.0
Categories
- All Categories
- 73 General
- 73 Announcements
- 66.7K Microsoft Dynamics NAV
- 18.8K NAV Three Tier
- 38.4K NAV/Navision Classic Client
- 3.6K Navision Attain
- 2.4K Navision Financials
- 116 Navision DOS
- 851 Navision e-Commerce
- 1K NAV Tips & Tricks
- 772 NAV Dutch speaking only
- 617 NAV Courses, Exams & Certification
- 2K Microsoft Dynamics-Other
- 1.5K Dynamics AX
- 333 Dynamics CRM
- 111 Dynamics GP
- 10 Dynamics SL
- 1.5K Other
- 990 SQL General
- 383 SQL Performance
- 34 SQL Tips & Tricks
- 35 Design Patterns (General & Best Practices)
- 1 Architectural Patterns
- 10 Design Patterns
- 5 Implementation Patterns
- 53 3rd Party Products, Services & Events
- 1.6K General
- 1.1K General Chat
- 1.6K Website
- 83 Testing
- 1.2K Download section
- 23 How Tos section
- 252 Feedback
- 12 NAV TechDays 2013 Sessions
- 13 NAV TechDays 2012 Sessions