Difference between revisions of "Employee Summary Report"
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| + | == Overview == | ||
| − | + | The Employee Summary Report enables the User to view all Employee Sales for any given point in time. The Report enables the User to view transactions made by the employee, giving details of profit and value for each transaction. When you are in the Employee screen click on the Employee Reports, (located at the bottom left of the page) this will take you to the Report Selector. The Report Selector will offer you a selection of reports to run regarding the employees. | |
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| + | '''How to Use Employee Summary''' | ||
| + | |||
| + | *The Employee Summary Report views as a Summary. If the User requires further information regarding each Employee | ||
| + | |||
| + | and Sale they must click on the Extra Detail Bullet Hole. | ||
| + | |||
| + | *Once the Extra Details Bullet Hole has been selected, the Report will open fully to view how the Report has been built up. | ||
| + | |||
| + | *The User can then Double click on the each transaction to view. | ||
| + | |||
| + | *When the Extra Detail Option is turned on, the Search Column Option can Be Use to locate certain transactions by | ||
| + | |||
| + | Name, Number or Type and so on. | ||
| + | |||
| + | *Filters can also be applied to only show certain details. For example the User may only want to see all Sales for a | ||
| + | |||
| + | Particular Employee. This can be set by Highlighting the Employee Name, then adding to filter | ||
| + | |||
| + | *Then Executing. This will then only show that Employees details. To clear the filter click on the Clear Filer function. | ||
Latest revision as of 10:03, 1 March 2011
Overview
The Employee Summary Report enables the User to view all Employee Sales for any given point in time. The Report enables the User to view transactions made by the employee, giving details of profit and value for each transaction. When you are in the Employee screen click on the Employee Reports, (located at the bottom left of the page) this will take you to the Report Selector. The Report Selector will offer you a selection of reports to run regarding the employees.
How to Use Employee Summary
- The Employee Summary Report views as a Summary. If the User requires further information regarding each Employee
and Sale they must click on the Extra Detail Bullet Hole.
- Once the Extra Details Bullet Hole has been selected, the Report will open fully to view how the Report has been built up.
- The User can then Double click on the each transaction to view.
- When the Extra Detail Option is turned on, the Search Column Option can Be Use to locate certain transactions by
Name, Number or Type and so on.
- Filters can also be applied to only show certain details. For example the User may only want to see all Sales for a
Particular Employee. This can be set by Highlighting the Employee Name, then adding to filter
- Then Executing. This will then only show that Employees details. To clear the filter click on the Clear Filer function.
