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.