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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to generate monthl...
Small and medium business | Business Central, N...
Suggested Answer

How to generate monthly sales report including the salesperson?

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Posted on by Imari 164

We would like to generate a montly sales report which includes the salesperson?

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,331 Super User 2025 Season 2 on at

    Hi, it may be difficult to find the standard reports you need in BC.

    Personally recommend using the new In-client Analysis mode. You can easily achieve your goal by analyzing Customer Ledger Entries.

    More details: https://yzhums.com/35080/

    pastedimage1686699432055v3.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 4,764 Super User 2025 Season 2 on at

    If You need the total amount of sales by Salesperson - then You can use the report Salesperson comission - it will show the total amount.

    for more details by Invoices - refer to ZHU's suggestion of analyzing Customer ledger entries.

    3rd option would be to configure a Sales Analysis report.

    Really depends on what details are needed in the report.

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