Friday, June 7, 2019

Create a Saved Search with Invoice Transaction Type That Shows the Sales Team and the Commission Contribution Percentage For Each Sales Rep

1.     Navigate to Reports > Saved Searches > All Saved Searches > New

2.       Select Transaction as Search Type

3.       In Criteria Tab > Standard subtab > Filter, select the following:

a.       Type = Invoice and Cash Sale

b.      Main Line = True

4.       In Results tab > Columns subtab > Field, add the following :

a.       Date

b.      Type

c.       Number

d.      Name

e.      Sales Team Member

f.        Contribution %

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