Sales By Sales Rep (Cash Basis)
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In the Sales by Sales Rep (Cash Basis) report within XoroERP, this detailed report provides a comprehensive breakdown of sales, meticulously organized and subtotaled by individual transactions attributed to each sales representative. Each sales representative's transactions are presented alongside their respective sales managers, offering clear visibility into sales performance across the organization.
This particular report operates on a cash basis, meaning it exclusively accounts for revenue and expenses at the moment cash is received or paid. In other words, transactions are only included in the report when the associated cash has been physically received or disbursed. This approach provides a precise snapshot of the company's financial status based on actual cash flow, enhancing accuracy in financial reporting and decision-making processes.
Accessing the Report
Users can access the Sales by Sales Rep (Cash Basis) report through the following steps:
Navigate to Menu > Reports > Sales > Sales by Sales Rep (Cash Basis).
Clicking on the report icon allows users to choose between the "Grid" or "Pivot Table" format, providing versatility in data presentation.
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.
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 Sales by Sales Rep (Cash Basis) report, users 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.
The toolbar offers a range of controls aimed at enhancing the management and customization of the Sales by Sales Rep (Cash Basis) 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
Users can personalize the layout and structure of the Sales by Sales Rep (Cash Basis) report to enhance readability and facilitate data analysis.
Format Cells Value Selection: Within this section, users can choose from a dropdown menu containing options such as All Values, Total, Shipping (Prepaid Only), and Net. This selection allows users to format the report data according to their preferences.
Text Alignment: Determines whether the text aligns to the left or right of the field, ensuring consistency in presentation.
Thousand Separator: Users can specify how the Home Currency value is separated by thousands, with options including space, comma (","), or period (".").
Decimal Separator: Users have the choice between a comma or period as the decimal separator for numerical values.
Decimal Places: This option enables users to define the number of decimal places displayed in numerical values.
Currency Symbol: Allows users to input the symbol representing the currency used in the report. Null Value: Denotes the absence of a value within the report.
Format as Percentage: Users can toggle this setting to determine whether numerical values are displayed as percentages.
Conditional Formatting
Conditional Formatting empowers users to customize the appearance of cells within the grid based on predefined conditions, enhancing data visibility and analysis. Users can choose to apply conditional formatting to all values or specific ones such as Total, Shipping (Prepaid Only), or Net. 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, users can click the "+" button labeled "Add Condition" and add multiple conditions as needed.
Users have the flexibility to specify layout preferences for the report, determining how it appears on-screen and when printed. By clicking on the Options button, users can access the following layout options:
Grand Totals: Determines the display of grand totals within the report, with options to include or exclude them and specify whether they are shown for rows only, columns only, or both.
Subtotals: Controls the display of subtotals within the report, offering options to include or exclude them and specify whether they are shown for rows only, columns only, or both.
Layout: Enables users to select from various layout options, including compact, classic form, and flat form layouts, providing flexibility in presentation and organization.
Within the Sales by Sales Rep (Cash Basis) interface, users can modify the fields displayed in the report view by clicking on the Fields button. A popup window grants access to add or delete fields according to user requirements. Users can select fields such as Order Number, Customer PO, Sales Rep Full Name, SO Number, and more. Additionally, users can rearrange the order of fields by dragging and dropping them as needed.
Calculated Values: Users can include calculated values in the report to gain insights into key metrics and performance indicators. Options for customizing formulas and enabling individual value calculations enhance data granularity and analysis capabilities.
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: Allows users to remove a field from the report as needed.
Field Values When you right-click on row values in the Sales by Sales Rep (Cash Basis) 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
In the Sales by Sales Rep (Cash Basis) report, when you right-click on column values, a dropdown menu offers the following options:
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.
