This article will go over the Order Totals Report.  This report can be looked up by date range, employee and location.  This report contains the Company name - Contact name - Contact Information - Date of Creation - Order Net Sales - Total Gross Sales - Account Rep - Industry - Who Took the Order - Number orders for the Company


1 - Click on the More tab - then the Reports tab - then the Sales Reports Tab.



2 - Next click on the Order Totals Report link.



3 - Next choose the Date Range



4 - Then choose Assigned Rep Is or Order Is Taken By



5 - Choose the Sales Rep




6 - Choose which Location




7 - Click on the Generate Report tab.




8 - The Excel file will download to your computer.  Please note that you can have the report Emailed by clicking the Click Here link.




9 - Once you click on the Excel file the file will open.



10 - Once the file is open you can then review the information you requested.




You have now learned how to use the Order Totals Report.