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Knowledge Base |
Reports - Staff Gross Sales
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This article is an overview of the Staff Gross Sales Report. In the Staff Gross Sales report you will see totals collected by employee on Down Payments and Merchandise.
Requirements - A Master Admin login or a staff type with the following permissions:
Accessing and Generating Your Report
To generate this report, go to Reports > Staff > Staff Gross Sales. Select your date range, if you wish to Include Deleted Employees and/or Exclude Staff with No Sales. Click Run Report.
1. Summary Tab
Once generated, the online report will display a summary with Employee First Name, Employee Last Name, User ID, of the total money collected on Non-Merchandise (agreement down payments) and Merchandise (products purchased) for each employee and Total Sales during your selected date range.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
2. Employee Detail Tab
Select your date range, if you wish to select to view All Staff or a specific employee from the drop down and/or Include Deleted Employees. Click Run Report.
Once generated, the online report will display each individual customer purchase that make-up the total amounts collected by staff including: Date of sale, Employee, Customer Name, Detail, Primary Sales, Secondary Sales, Agreement ID, Installment, Type, Refunded and Note.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel. Select the next page arrow for additional transactions.
Related Articles:
Reports - Sales Process
Reports - Gross Sales Detail
Reports - Session Payroll
Requirements - A Master Admin login or a staff type with the following permissions:
- Reporting: Can access reports (must be enabled to see any reports)
- Reporting: Can access staff : employee gross sales
Accessing and Generating Your Report
To generate this report, go to Reports > Staff > Staff Gross Sales. Select your date range, if you wish to Include Deleted Employees and/or Exclude Staff with No Sales. Click Run Report.
1. Summary Tab
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
2. Employee Detail Tab
Select your date range, if you wish to select to view All Staff or a specific employee from the drop down and/or Include Deleted Employees. Click Run Report.
Once generated, the online report will display each individual customer purchase that make-up the total amounts collected by staff including: Date of sale, Employee, Customer Name, Detail, Primary Sales, Secondary Sales, Agreement ID, Installment, Type, Refunded and Note.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel. Select the next page arrow for additional transactions.
Related Articles:
Reports - Sales Process
Reports - Gross Sales Detail
Reports - Session Payroll
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