Hi there,
How can I show the total net sales per Sales Agent? I also wanna list down the names of agents but only appearing once. Can anyone please help me? Thanks a lot in advance!
Best answer by brendan91
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Userlevel 5
+1
I don’t fully understand what you want the final report to look like.
If you just want a summary for each salesperson on the same report? If so, have you looked into creating a sub report? https://www.acumatica.com/blog/technical-tuesday-project-overview-report-part-2/
Do you want a separate report for each salesperson? If this is the case, it would be easy to use a salesperson parameter to achieve this.
Userlevel 6
+2
How can I show the total net sales per Sales Agent? I also wanna list down the names of agents but only appearing once. Can anyone please help me? Thanks a lot in advance!
To see an example of how to add a total, look at the Sales Order Details by Inventory Item report, pay attention to the groupFooterSection and the Sorting and Grouping tab in build schema, it is very straightforward.
To ‘list down’ the name of the agent, you will need to add a new column in both the groupHeaderSection and groupDetailsSection to add the header text and the ‘agent’ field, resepectively.
I’m very sorry for my late response. I’ve been working on it yet. Thank you so much for taking the time to look after my concern sir
To see an example of how to add a total, look at the Sales Order Details by Inventory Item report, pay attention to the groupFooterSection and the Sorting and Grouping tab in build schema, it is very straightforward.
To ‘list down’ the name of the agent, you will need to add a new column in both the groupHeaderSection and groupDetailsSection to add the header text and the ‘agent’ field, resepectively.
Sir
And sir
Please help me out again ‘til I make it a success. Thanks!
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