Reports
Who can use this: view sales-rep, view routes, or manage sales targets Where to find it: Sales Rep Module
What is this?
Targets are under Sales Rep Module > Targets. Shop-wide sales stay in Business Reports.
Before you start
You need a few real records, or the report looks empty.
Steps
-
Open the menu above.
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Pick dates if the page asks.
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Read the rows before you export or print.
What you will see
Totals for the dates you picked. An empty list means nothing happened in that range.
Tips
- Use this at month end, not after every bill.
- Match one row to a bill before you trust the total.
Common problems
| Problem | Solution |
|---|---|
| The report is empty | Widen the dates. |
| You cannot open it | The role needs the report permission. |