An office manager asks: How can we create a promotional list of sales by agent?
In Gallery, open the Sales tab and make sure that the ListBy column is enabled (check that ListBy is ticked in column tools at the top left corner of the grid). You can drag and drop the ListBy column to move it into a visible area.
Hover over the Listby column header and click on the chevron to open the column's filter options.
Select one agent who you wish to print a list of sales for.
Now select the agent's sales. Note: do not use the All button because All does not recognise the filtered list. Instead select sales individually or hold Shift and tap down-arrow to quickly select multiple sales.
Click Print Reports
In Standard reports under the Promos tab, you can enter custom headings when you double click on a report.
For this report I have switched to the salesperson's login on the main menu so that their contact info shows in the corner.
To deactivate the salesperson filter back in the Gallery, just click on the X in the grey filter banner along the bottom of the Gallery screen.