How to get a SOP Salesperson Report per month? Or any report for each Salesperson ID on sales per month?

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Suggested Answer
Barry Coetzee asked a question on 27 Jun 2011 8:40 AM

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.

Thanks,

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Suggested Answer
Rubal responded on 27 Jun 2011 9:53 AM

Hi Barry

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.

Rubal,

http://dynamicsgphelp.com/

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Suggested Answer
Rubal responded on 27 Jun 2011 12:32 PM

I have just detailed out the steps in blog

dynamicsgphelp.com/.../how-to-create-sop-salesperson-report-in-smartlist

Let me know if you have any questions.

Rubal,

http://dynamicsgphelp.com/

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Ian Stewart responded on 28 Jun 2011 2:14 PM

What version of GP are you using?

Have you got SSRS installed?

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Suggested Answer
Rubal responded on 27 Jun 2011 9:53 AM

Hi Barry

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.

Rubal,

http://dynamicsgphelp.com/

Reply
Suggested Answer
Rubal responded on 27 Jun 2011 12:32 PM

I have just detailed out the steps in blog

dynamicsgphelp.com/.../how-to-create-sop-salesperson-report-in-smartlist

Let me know if you have any questions.

Rubal,

http://dynamicsgphelp.com/

Reply