Hi all. I'm trying to create a report/search/analytic similar to the images below. I have been asked to show quote and sales order numbers, per week, per sales person. Also to be able to show sub totals on each sales person. I don't see how I can do this with a report, so i'm going to look into creating a search. I'm not sure if that will yield the results i need either. Does anyone have any suggestion for a report of this type. Thanks!
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Marc
12/27/2023, 4:13 PM
Create workbook
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Miriam Armada
01/08/2024, 9:56 PM
easier way saved search, criteria transaction type quote, columns date (week), sales Rep, count internal id quotes, sum $, Related transactions # sales orders, sum of orders