Printing the A/R Salespersons Reports

You can print two reports using the Salespersons report screen:

• The Salespersons Profile report lists the salesperson numbers, salesperson names, employee numbers, and annual sales targets entered in the salesperson records in your Accounts Receivable system.
• The Salesperson Statistics report lists the total amount of invoices, receipts, discounts, debit and credit notes, write-offs and adjustments, interest charges, and returned checks you have recorded for selected salespersons.

  Note: You can print the Salesperson Statistics report only if Accounts Receivable uses the option to keep salesperson statistics.

For more information, see A/R Salespersons Report.

When to Print

Print the report when you add, change, or delete salesperson records.

To print the A/R Salesperson Statistics report:

1. Open Accounts Receivable > A/R Setup Reports > Salespersons.
2. From the Report Type list, select Salesperson Statistics.
3. Select a range of salesperson numbers to include on the report.
4. Select ranges of years and periods for which to report statistics. Accounts Receivable uses the types of year and periods specified for salesperson statistics on the A/R Options screen.
5. Click Print.
   • If you are printing to a physical printer, the Print window appears. Confirm your printer selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
   • If you are printing to the screen (preview), the report appears in a new window. You can print the report or export it to a file.

     Note: For Web-based clients, the preview screen appears first when you click the Print button.

   • If you are printing to a file, the Export window appears. Specify the file format (for example, PDF, DOC, or XLS). Also, specify a destination for the file:

     • Application. View the report in an application that can open files of the specified format (for example, if you specify PDF as the file format, the report opens in Adobe Acrobat). You can then save the file.
     • Disk file. Save the report to a location you specify.
     • Microsoft Mail. Send the report as an e-mail attachment.

     You can enter the name of a non-existent file or directory to be created by the system when you print. When you print to a file, the report is assigned a unique name, for example, CS1000.TXT.

   • If you are printing to e-mail, an e-mail message appears with the report attached.

To print the A/R Salesperson Profile report:

1. Open Accounts Receivable > A/R Setup Reports > Salespersons.
2. From the Report Type list, select Salesperson Profile.
3. Select a range of salesperson numbers to include on the report.
4. If you want to view commission rates for salespersons, select the Include Commission Rates option.
5. Click Print.
   • If you are printing to a physical printer, the Print window appears. Confirm your printer selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
   • If you are printing to the screen (preview), the report appears in a new window. You can print the report or export it to a file.

     Note: For Web-based clients, the preview screen appears first when you click the Print button.

   • If you are printing to a file, the Export window appears. Specify the file format (for example, PDF, DOC, or XLS). Also, specify a destination for the file:

     • Application. View the report in an application that can open files of the specified format (for example, if you specify PDF as the file format, the report opens in Adobe Acrobat). You can then save the file.
     • Disk file. Save the report to a location you specify.
     • Microsoft Mail. Send the report as an e-mail attachment.

     You can enter the name of a non-existent file or directory to be created by the system when you print. When you print to a file, the report is assigned a unique name, for example, CS1000.TXT.

   • If you are printing to e-mail, an e-mail message appears with the report attached.