Available Reports

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This page contains full reports on test data. Because each report has multiple pages they are provided in Adobe PDF files.

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Type	Name	File	Description
RSF	Customers and Sales for the Period		Lists all customers until a filter is applied. Once a date range is entered it shows all customers and their sales by manufacturer for the period. It can be further filtered by a specific manufacturer or rep or any field and further filtered to any part of a field. Example: all customers with zipcodes beginning with the same 2, 3, 4 or 5 digits. This allows accurate drill downs to a specific area without being limited to specific small towns or boroughs!
RSF	Customer List with Contact		A dynamic customer list. Can be sorted and filtered
FR	Commission Statement		This silent sales manager really shows a rep that you are aware of their road performance while doubling as a commission statement!
RSF	Commissions Due Review		Follow up on unpaid commissions! Quickly capture, review and fax or email this report to your manufacturers.
RSF	Commissions Paid		Easily review commissions paid
RSF	Customer Last Ordered by Manufacturer		See the last time each of your customers has had activity with a manufacturer. Maybe it's time to generate a mailing to these customers.
FR	Customer Yearly Sales Analysis		This is sometimes called the sales person's best friend. It should always be in the car.
RSF	Customers & their 24 Months of Sales		Shows the sales volume of each customer by line over the immediate past 24 months
RSF	Customer Sales by Date Range by (Optional) Manufacturer		Shows the sales volume of each customer over the immediate past 24 months
FR	End of Month Manufacturer Summary		A quick sheet monthly recap of Manufacturer activity. These are actual. Sales are not tied to shipped.
FR	End of Month Representative Summary		A quick sheet monthly recap of Representaive activity. These are actual. Sales are not tied to shipped.
FR	Manufacturer Customer List with Sales		A summary report of all customers broken out by manufacturer
FR	Manufacturer Sales by Representative		A summary report of all Manufacturers broken out by Rep
FR	Manufacturer Yearly Comparisions		Review your prerformance by line by year.
RSF	New Customers Since...		Did you ever want to know how many new customers your reps have added since a given date? Here it is!
RSF	Not Ordered Since		Track down those elusive lost customers.
RSF	Orders by Date Range		A listing of all orders in a selected date range
RSF	Projected shipments		A quick view to help you budget and anticipate income
RSF	Representative Sales by Source		See how your rep business is being generated.
FR	Sales by Manufacturer Summary		Number of orders and sales totals
RSF	Shipments		What shipped and when
FR	Unshipped Orders		Follow up on those orders that use to slip through the cracks
Pivot Table	Worksheet in Commissions Paid		One of our many pivot tables. Wait until you see what these things can do!
FR	Writing Representative Sales by Manufacturer		A by line accounting for the Representative's performance

Type RSF - Report Styled Forms: Can be filtered by any field and further filtered to any part of a field. Example: all customers with zip codes beginning with the same 2, 3, 4 or 5 digits. This allows accurate drill downs to a specific area without being limited to specific small towns or boroughs!
Type FR- Formatted reports. These reports are preformatted. Almost all of them are filtered prior to execution (display), again using multiple criteria. The differences with RSFs is that they are simpler and quicker but do not offer the same "real time drill-down" of the information.

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