Use the Staff Sales Report to view sales information associated with your individual staff. At a glance view total sales values, total units sold, discount applied and more.
Tip: Use the
Commission Report to help track when staff should be paid a commission based on sales.
Using the Staff Sales Report
To use the Staff Sales Report:
- Navigate to Reports > Sales Reports > Staff Sales
- Update the Filters as required (see below for a detailed explanation)
- To view a detailed transaction list for each Salesperson tick Include Sub Report
- Click Search
- View the Sub Report by clicking the Salesperson name
- Click Export to Excel or Print
Filters
Most of the filters are self explanatory, however see the detailed information below for the more advanced filtering explanations.
| Filter | Details |
| Show Pricing as Ex Tax | Display all sales values Excluding Tax |
| Show Pricing as Inc Tax |
Display all sales Including Tax. The Ex/Inc Tax options will not affect the Gross Profit Value.
|
| Group by Warehouse | Untick to show all Store sales consolidated by the User. Tick to show a separate line for sales for each Store for each User (useful if staff work across multiple locations.) |
| Include Sub Report | Enables a breakdown of individual transactions per staff member (click the Salesperson name to expand/collapse the Sub Report) |
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