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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Report on Sales Rep pe...
Microsoft Dynamics RMS (Archived)

Report on Sales Rep performance

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Posted on by Community Member

Hi.  I'm new to RMS and need a report that provides, for a given date range, sales performance statistics by Sales Rep - average $ per sale, number of transactions, profit $ and profit %.

I have found two reports that do something similar - but by Cashier and Store - not Sales Rep.  Both of these are running queries that I am not game to "touch" in case I break something (can I break anything running a report query?).

The reports are on this page - https://mbs.microsoft.com/customersource/northamerica/RMSPOS/downloads/reports/modifiedreports_rmsstoreoperationsreports

Report - Average Sales by Cashier

and 

Report - Average Sales by Store

Can anybody edit these to report by Sales Rep ?

Thanks

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I have the same question (0)
  • eliud mugo Profile Picture
    eliud mugo 1,444 on at

    Hi Pul,

    send the reports you have to eliudmugo11@yahoo.com

  • tricherson Profile Picture
    tricherson 5 on at

    I'm actually looking for the exact same sort of reporting, currently trying to switch the join tables around to see if I can get it going but would curious if someone else has something similar.

  • Community Member Profile Picture
    Community Member on at

    The problem with those reports is that the cashier is tracked at the TRANSACTION level, whereas sales rep is tracked at the TRANSACTION ENTRY level, so it will take a lot more development than switching joins; pretty much all columns need to be recalculated, a good few hours of development and testing. The reports library has a detailed sales by sales rep report; start with that one and see if it helps, send it to excel and do your calculations there; it may fit your needs.

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