Sales by Sales Rep (Accrual)
What is Sales by Sales Rep (Accrual) Report?
The Sales by Sales Rep (Accrual) report in XoroERP serves as a comprehensive tool to analyze sales performance based on accrued data. With its extensive customization options and user-friendly interface, this report empowers users to gain valuable insights into sales activities and make informed decisions.
Understanding the Sales by Sales Rep (Accrual) Report
Similar to other framework-based reports, the Sales by Sales Rep (Accrual) report is structured within a flexible framework, allowing users to tailor its layout and content to suit their specific analytical needs. It provides a detailed overview of sales data attributed to individual sales representatives, facilitating a deeper understanding of performance metrics.
In the Sales by Sales Rep (Accrual) report in XoroERP, an accrual is meticulously tracked as a record of revenue or expenses that have been earned or incurred but have not yet been formally recorded in the company's financial statements. This means that transactions, whether they are sales generated by sales representatives or expenses accrued, are logged in real-time, reflecting the economic reality of the business's activities.
For example, if a sales representative finalizes a deal on the last day of the month, but the payment from the customer won't be received until the following month, the revenue from that sale is still recognized in the current period's accrual. Similarly, if expenses are incurred during a reporting period but haven't been billed yet, they are recorded as accrued expenses, ensuring an accurate representation of the company's financial position and performance.
Accessing the Report
Users can access the Sales by Sales Rep (Accrual) report through the following steps:
Navigate to Menu > Reports > Sales > Sales by Sales Rep (Accrual).
Clicking on the report icon allows users to choose between the "Grid" or "Pivot Table" format, providing versatility in data presentation.
Managing the Report
Report Filters:
Predefined filters such as Period and Customer Name are available at the report level, enabling users to refine the displayed data by selecting filter options from dropdowns.
Period: This filter enables users to specify a precise date range, facilitating the viewing of the report's data within a defined period. By selecting a start and end date, users can focus their analysis on a specific timeframe, aiding in trend identification, performance evaluation, and strategic decision-making.
Customer Name: This filter empowers users to refine report data based on the identities of customers who initiated orders. By leveraging this filter, businesses can gain insights into individual customer orders, assess purchasing behavior patterns, and tailor their interactions with customers based on personalized preferences and historical order data.
Pivot Table Rows and Columns
These sections organize sales data hierarchically in the pivot table format, offering a structured view of sales performance attributed to individual sales representatives.
Customizable Columns: Users have the flexibility to tailor the columns displayed in the report by clicking the settings icon next to each column header. This feature facilitates personalized data presentation aligned with specific reporting needs.
Filtering and Editing Data
To modify values and labels associated with a specific field in the Open Orders Report (By Ship Date), you can utilize the filter header. Let's say you want to edit values related to the "Order Number" filter. Here's how you can do it:
Accessing the Edit Feature: Click on the column header/filter corresponding to the "Order Number" field within the report interface.
Filtering Options: Users can filter data within the report by selecting values or labels associated with specific fields. This allows for precise data analysis based on user-defined criteria.
Editing Values and Labels: Utilizing checkboxes, users can filter selected column headers by values or labels, enabling them to make specific edits according to their requirements.
Clearing Filters: To remove filters entirely, users can simply click on "Clear Label Filter" or "Clear Value Filter" within the popup window, restoring the original data view.
Toolbar Options
The toolbar offers a range of controls aimed at enhancing the management and customization of the Open Orders Report:
File:
Save My Layout: This option enables users to save their current report layout, preserving any modifications made.
Restore Layout: Users can restore the previously saved layout of the report using this option.
Restore Filters: This functionality allows users to revert any applied filters to their original settings.
Save as New: Users can save the current report as a new file, allowing for versioning or different configurations.
Tools:
Expand All: Users can expand all sections of the report to view detailed data.
Collapse All: This option collapses all sections of the report, providing a more concise view.
Fill Group Cells: Users can fill empty cells within grouped sections of the report with relevant data.
Hide Group Cells: This option allows users to hide empty cells within grouped sections, streamlining the report's appearance.
Export:
Grid: Users can export the report data in grid format, retaining the tabular structure of the report.
Chart: This option enables users to export the report data in chart format, providing visual representations of the data.
Users can seamlessly switch between grid and chart formats to suit their analysis needs, leveraging the diverse presentation options offered by the Open Orders Report in XoroERP.
Format
Users can customize the appearance and structure of the report for improved readability and data analysis.
Format Cells
Value Selection: In this section, you have the option to select a value from the dropdown menu, including All Values, Total, Shipping (Prepaid Only) and Net. Choose the value you wish to format.
Text Alignment: This determines whether the text aligns to the left or right of the field.
Thousand Separator: This setting allows you to specify how the Home Currency value is separated by thousands. Options include space, comma (","), or period ("."). For instance, selecting space would display 4 205, while choosing "," would result in 4,205, and "." would yield 4.205.
Decimal Separator: You can choose between a comma or period as the decimal separator.
Decimal Places: This option enables you to specify the number of decimal places you want the value to display.
Currency Symbol: Here, you can input the symbol representing the currency.
Null Value: This field denotes the absence of a value.
Format as Percentage: This setting can be toggled between true or false to determine whether the value is displayed as a percentage.
Conditional Formatting
Conditional Formatting empowers users to customize the appearance of cells within the grid based on predefined conditions. This feature offers flexibility in highlighting values within a designated range, enhancing data visibility and analysis. Users can choose to apply conditional formatting to all values or a specific value such as Total, Shipping (Prepaid Only) or Net, tailoring the formatting conditions to their preferences. This includes options to adjust font styles, sizes, and other visual attributes, ensuring that the presentation of financial data aligns with individual reporting needs.
To add a condition, click the "+" button labeled "Add Condition." You can add multiple conditions by clicking the "+" window.
Layout Options
You have the option to specify the layout preferences for the report, determining how it will appear both on-screen and when printed. You can do so by clicking on the Options button. It will open the popup window where you will get the following options:
Grand Totals: This setting determines the display of grand totals within the report. You can choose whether to include grand totals or not, and specify whether you want them to be shown for rows only, columns only, or both.
Subtotals: Similar to grand totals, this setting controls the display of subtotals within the report. You can choose whether to include subtotals or not, and specify whether you want them to be shown for rows only, columns only, or both.
Layout: This feature enables you to select from various layout options, including compact, classic form, and flat form layouts, providing flexibility in how the report is presented and organized.
Fields
When you click on the Fields button within the Sales Order By Sales Rep(Accrual) interface, a popup window will appear, granting access to modify the fields displayed in the report view. Within this popup, you can add or delete fields according to your requirements. Simply tick the checkbox next to the fields you wish to include in the report view. The options in this report include Order Number, Customer PO, Sales Rep Full Name, SO Number and so on. Additionally, you can easily rearrange the order of fields by dragging and dropping them as needed.
Calculated Values: Users can include calculated values in the report, offering insights into key metrics and performance indicators. Options for customizing formulas and enabling individual value calculations enhance data granularity and analysis capabilities.
Clicking on the field header allows you to filter the labels and values associated with the filter.
Right Click Options
Rows
Field Headers
Right-clicking on the field header unveils a dropdown menu presenting various options tailored to user needs:
Open Filter: Grants access to filter settings for editing as necessary.
Move to Column: Relocates the filter to the Columns section of the report for integrated data presentation.
Move to Report Filters: Transfers the field to the Report Filters section for streamlined data refinement.
Remove: This allows you to remove a field from the report.
Field Values
When you right-click on row values in the Sales by Sales Rep (Accrual) report, a dropdown menu presents the following options:
Collapse/Expand: This option enables you to collapse/expand the field values within the corresponding rows, providing a more streamlined view of the data.
Sort Row Descending: Users can utilize this feature to arrange the row tabs in descending order, facilitating easier analysis of the data.
Sort Row Ascending: This functionality allows users to organize the row tabs in an ascending order, aiding in data interpretation and comparison.
Filter By: By selecting this option, users can apply filters to the report based on the selected tab in the row fields. This enables users to focus on specific subsets of data within the report, enhancing the precision of their analysis.
Columns
Drill Through: This feature provides users with a more detailed view of the selected value, allowing for deeper analysis and exploration of underlying data.
Number Formatting: By selecting this option, users can access the Format Cells popup window, where they can customize the formatting of the selected values. This includes options such as adjusting decimal places, specifying thousand separators, and selecting currency symbols to enhance the clarity and presentation of numerical data.
Conditional Formatting: This functionality directs users to the Conditional Formatting popup window, where they can define and apply conditions for formatting the selected values based on specific criteria. This enables users to visually highlight important data points or trends within the report, improving data interpretation and analysis.
Edit Total: With this option, users can modify the total value displayed for the selected field or fields using the Calculated Value feature. Users have the flexibility to choose the preferred aggregation method, such as Count or Distinct Count, and apply custom formulas to edit the total according to their requirements. This allows for tailored adjustments to the aggregated data, providing insights aligned with specific analytical needs.
Remove Measure: Selecting this option removes the particular field from the report, allowing users to streamline the report's content and focus on the most relevant data points for their analysis.
Last updated
Was this helpful?