Sales Per User Report
Sales Per User Report
Sales Per User Report
Report #: 2025
Module: Account Generation
Overview
Use the Sales Per User report to view
The number of inquiries per user within a specified period
The number of resulting sales from those inquiries
User branch restrictions apply.
To access this report, select Sales Per User (report #2025) from the main menu of SBN.
The Sales Per User Report
This window contains two panes: use the upper pane to define the contents of the report; use the lower pane to define the job output - how, when, and where you want to print the report.
Note: See Report Parameters Pane for information on the fields in the lower pane, which are the same in every report.
Field Descriptions
The following table describes the fields used in the upper pane of this report.
Field |
Description |
Period |
|
Date
- From |
You may select a range of dates to limit the report to inquiries that were created within that range. Select the beginning date of the range. O This field defaults to the current date. |
Time
- From |
You may select a range of time to limit the report to inquiries that were created within that range. Select the beginning time of the range. |
Date
- To |
You may select a range of dates to limit the report to inquiries that were created within that range. Select the ending date of the range. O This field defaults to tomorrow’s date. |
Time
- To |
You may select a range of time to limit the report to inquiries that were created within that range. Select the ending time of the range. |
Branch |
You may select a Marketing branch to limit the report to inquires associated with that marketing branch. (This menu originates from program #1530.) O If you leave this field blank, the report includes all marketing branches. O If option rptprof is on, SBN limits the report based on the user’s branch profile. |
User |
You may select a specific user ID to limit the report to inquiries created by that user. (This menu originates from program #1501.) O If you leave this field blank, the report includes all user IDs. |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Report Example
The following graphic shows an example of the output of the Sales Per User report.
Column Descriptions
The following table describes the columns used in the report output.
Column |
Description |
Branch |
Identifies the marketing branch associated with the following inquiries. |
User ID |
User ID. |
Inquiries |
Number of inquiries entered by the user during the specified period. |
Sales |
Number of sales that resulted from the inquiries entered during the specified period. |
User Name |
User name. |
Total |
Displays the total number of inquiries entered per branch during the specified period and the total resulting sales per branch during the specified period. |
Grand Total |
Displays the total number of inquiries entered for all branches during the specified period and the total number of resulting sales for all branches during the specified period. |
Button Functions
The following table displays the buttons, describes the shortcut keys, actions, and functionality.
Button |
Name |
Shortcut Key |
Action |
Description |
|
Open fields for recurring/template reports |
alt+f1 |
Open fields for recurring/template reports. |
|
|
Exit without saving |
esc |
Exit without saving changes to selected record. |
|
|
Save Existing Record |
enter |
Save changes to selected record. |
Modifications and Updates to Sales Per User Report
The following table lists modifications and updates to the Sales Per User Report document.
Mod Number |
Date |
Description |
n/a |
07/15/14 |
Images updated. |