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Small and medium business | Business Central, N...

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How to generate monthly sales report including the salesperson?

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Posted on by Imari

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

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Dynamics 365 Business Central

Dynamics 365 Business Central

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YUN ZHU 98,507 Super User 2026 Season 1 on at

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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/

Hope this helps.

Thanks.

ZHU

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KasparsSemjonovs 4,817 Super User 2026 Season 1 on at

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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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