Try Microsoft Edge
A fast and secure browser that's designed for Windows 10
I need to do a sales analysis in the reports of MS Dynamics GP.
I want to receive a report on a Salesperson's Sales Per Month. Overall Turnover and Gross Profit.
The SOP Salesperson Report does not give me a date range to insert.
I understand you can go into the sales person id and check their history, but perhaps there is a better suggestion on Salesperson Reports.
One option is you can add a SalesPersonID column in the Smartlist. You can use the Month's Sales Smartlist under Receivables Transaction, add SalesPersonID. You can export data in excel add subtotal by salesperson.
I have just detailed out the steps in blog
Let me know if you have any questions.
What version of GP are you using?
Have you got SSRS installed?
Business Applications communities