Sales Report by Sales Territory

Requirement :User would like to create a new Sales Report by Sales Territory, Sales Rep and Partner.

Solution:

1. Navigate to Reports > New Reports
2. Select Sale Order Transactions
3. On the New Sales Order Transactions Report page, set the following:
   • Metric = Aggregate Amount
   • Report Format = Matrix
   • Component = Customer/Job
   • Field =Account Number
   • Column = Customer/Job
4. Click More Customization

1. On the Edit Columns tab, expand the Customer/Job folder and add the following:
   • Name
   • Sales Territory subfolder > Territory
   • Sales Rep subfolder > Name

2.

1. Still on the Edit Columns tab, expand the Sales Order Transactions folder and add the following:
   • Amount (Net)
   • Category
   • Date
   • Transaction Number
   • TXC Confirmation
   • Sales Type subfolder > Name
   • Status subfolder > Name
   • Transaction Type subfolder > Long Name
2. Arrange the following fields in this manner:
   • Status
   • Sales Rep
   • Partner
   • Category
   • Transaction Type
   • Date
   • Transaction Number
   • Name
   • Amount (Net)
   • TXC Confirmation
   • Sales Type
   • Sales Territory
3. Group the first 4 columns
4. Rename the report
5. Click Save