AdvancePro Technologies

            Report filtering by Sales Rep (V11.4)

            The following reports have been modified to be pre-filtered by a sales rep if the user is defined as a rep:

            • Sales Rep Report

            • Customer Sales Goals Report

            • Monthly Sales Summary Report

            • Sales Report by customer

            • Sales Reports by product

            • Shipment Reports by customer

            To grant access to your sales reps, go to the custom sale rep role, click on edit “Reports” then select the appropriate reports. When a rep runs those reports they will only see orders assigned to that rep.

            Updated: 09 Feb 2017 04:44 AM
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