Feature - UDR Sales History Salesman Analysis by Year/Month/Customer

Feature - UDR Sales History Salesman Analysis by Year/Month/Customer

Release Date: 07/18/2024
Version: 8.6 & Up

Three new Report Desk reports are added in the following path: COP -> Processing -> Sales History Trx Processing -> Report -> Edit List:

  • CPHstedt.B.6.1.0 UDR Sales History Salesman Analysis By Year/Cust
  • CPHstedt.B.7.1.0 UDR Sales History Salesman Analysis By Year/Month
  • CPHstedt.B.8.1.0 UDR Sales History Salesman Analysis By Year

See sample screen below:


See sample below:

UDR Sales History Salesman Analysis by Year


UDR Sales History Salesman Analysis by Year/Month


Export to Excel Format
The above information can also be optionally export to Excel spreadsheet. See sample screen below:


Use Pivot Table in Excel
If you would like to add each salesman as one line and place each year and month as separate columns, your best approach is to export these reports to Excel and use the Pivot Table feature.  If you don't know how to do this, please refer to the following YouTube video:


EMK



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