Viewing Employee Sales Totals

The Employee Sales Totals window displays the product and service sales recorded by each employee during a specified date range. Using this window, service providers can view their sales totals and management personnel can analyze the sales for specific employees and employee classifications.

Select Register > Employee Sales.

The Employee Sales Totals window displays.

Select the date range to analyze:

Select a standard date range = Make a selection in the Select a date range field.
Select a custom date range = Select a date range in the From and to fields.

Click Calculate.

The Employee Selection List window displays.

Select the employee(s).
Click Ok.

The sales data for the selected employee(s) displays.

Complete the following as necessary:

View/print service sales data
1. Double-click the Serv Qty or Serv Total statistic for the employee.
The Sales Detail Between window displays with a breakdown of the employee's sales by service class.
1. (Optional) Double-click a service class if you want to view/print details of the services sold from that class.
2. Click Print.
A print preview of the Sales Detail Between report displays.
1. Click the Print button on the toolbar.
The Print window displays.
1. Select a printer.
2. Click Print.
View/print product sales data
1. Double-click the Prod Qty or Prod Total statistic for the employee.
The Sales Detail Between window displays with a breakdown of the employee's sales by product class.
1. (Optional) Double-click a product class if you want to view/print details of the products sold from that class.
2. Click Print.
A print preview of the Sales Detail Between report displays.
1. Click the Print button on the toolbar.
The Print window displays.
1. Select a printer.
2. Click Print.
Export the sales data as a Microsoft Excel spreadsheet
1. Click .
The Export Format window displays.
1. Select Excel.
2. In the Folder field, specify the location where you want to save the spreadsheet.
3. In the Filename field, enter a name for the spreadsheet.
4. Click Ok.