This article will guide you through accessing and understanding the Top Sellers Report.
Please Note:
- The retrieval of both reports are limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- These reports reflect outcomes in real-time.
- This report is only available within the corporate portal.
1. Access Your Report
Navigate to Reports > Sales > Top Sellers.
2. Invoiced Sales
The Invoices Sales is taking the total agreement value plus any setup fees for all agreements during the selected date range.
Example: The report will display $826 on 7/31/2023 when this agreement is created.
When running this report using the Invoiced Sales tab, you will be given dropdown filters to select a specific Division / District / Club and to Show the Top 5, 10, 20 or All Staff that have made sales within the specified date range. Once these filters have been set, click Run Report.
The online report will then display the Rank, Position (Staff Type), Employee Name, Location and $ Amount for Invoiced Sales.
To export data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
3. POS Sales
The POS Sales report is only looking at payments that are processed via the Point of Sales. These can be identified by looking at the invoice information and the Payment Processed By will say who was the user using the POS.
Example:
When running this report using the POS Sales tab, you will be given dropdown filters to select a specific Division / District / Club and to Show the Top 5, 10 ,20 or All Staff that have made sales within the specified date range. Once these filters have been set, click Run Report.
The online report will then display the Rank, Position (Staff Type), Employee Name, Location and $ Amount for POS Sales.
To export data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate - Reporting: Can access reports (must be enabled to see any reports)
- Corporate - Reporting: Can access sales: Top Sellers