Salesperson

Here, we are going to see How to Generate a Salesperson wise collection Report in EFM Application.

Step 1: Login to EFM Application and go to the Reports Module.

Salesperson
fig.1

Step 2: Select the Accounts Reports Menu in Reports Module.

Salesperson
fig.2

Step 3: Select the Salesperson-wise collection List Report under Sales in Accounts Reports.

Salesperson wise collection
fig.3

Step 4: Select the Company, Date range, and other required fields then click the Submit Button.

Salesperson wise
fig.4

Step 5: After submission, the report will be generated.

collection report
fig.5

Step 6: To Download the report, navigate to the Actions button—>Click the Download—>CSV/XLSX

Shipment
fig.6

Finally, the user will be able to see the salesperson-wise collection Report details in EFM Application.

Hope, now we got an idea about How to Generate a Salesperson wise collection Report in EFM Application.