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Sales person report

Sales person report overview

This report is based on the scope 'Quote'.

This report is a person-by-person presentation of the requests that each Sales person booked. Each Sales person's data is represented in the separate table and contains the columns presented in the screenshot.

The report can still be edited and the number of the columns amended upon clicking on 'EDIT DATA' button located in the top-left corner.

The change in the column layout will not be reflected in the PDF and the overview of the report. It will only reflect if it is also amended in HTML in the 'EDIT TEMPLATE' section.

It is possible to change the date range and export this report to the PDF file.

This report includes only booked trips (the trip number assigned) and have the status set to 'DONE'.
leon/report-sales-person-report.txt · Last modified: 2020/06/05 13:09 by rafal