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View the Sales by Sales Associate Report

Complete the following procedure to generate and view a record of every sales associate (logged in user) who completed or received credit for the sale of an item, every sale for which the associate received credit, and the Gross Profit for each sale expressed in dollars (GP $) and percentage (GP %).

1. Navigate to the Report List screen and open the Sales by Sales Associate report.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

      

   2. Select Reports > Other Reports from the main menu to display the Report List screen.

      

   3. Click the Execute Report (green arrow) button for the Sales by Sales Associate Report option to display the report in the Report Viewer window.

   

2. Complete the following procedure to set parameters for the report:
   1. Click the Parameters button to display parameter controls.
   2. Enter/select report criteria in the fields as needed.
   3. Click the Submit button.
   4. Click the Parameters button to close parameter controls.
3. Use the scroll bar(s) and or page controls as needed to view the entire report.

4. Complete the following procedures as appropriate:

   • Print the Report

     1. Click the Print button to display the Print window.
     2. Modify print options (e.g., select a different printer, adjust settings, etc.) as needed.
     3. Click the Print button to print the document.

   • Save the Report as an Electronic File

     1. Click the Export button to display a drop-down menu of options.
     2. Click the desired option (Excel, PDF, or Word) to display the Save As window.
     3. Browse to the desired location.
     4. If needed, edit the document name in the File name field.
     5. Click the Save button to save the document.
5. Click the Close button to close the Report Viewer window.
6. Click the tab's Close button to close the screen.