Salesperson Listing

Salesperson Listing - Fields

Salesperson Listing

Report Options

Select an option by which to sort the report.

Salesperson

Enter a range of salespersons, or select the All check box to include all salespersons. Click the Lookup button to list all salespersons.

Printer/Output

Select a printer or output method. The following output methods are available:

Select Deferred to save the report or listing to your hard drive for printing at a future time using Deferred Printing. For more information, see Deferred Printing.

Select Export to export to a file type, such as PDF or Excel. The file can then be saved to your hard drive.

Select Data Only Export to export only the data portion of the report (excluding header information) to a file type, such as PDF or Excel. The file can then be saved to your hard drive or e-mailed.

Note This option is available only if the report or listing contains header information.

Select Office Merge to access or add a template in Word or Excel format. For more information, see Office Template Manager.