How can I create a report that shows invoices for a specific sales person?
Question asked by SliQTools Support - August 1, 2015 at 5:30 AM
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Employee Post
How can I create a report that shows invoices for a specific sales person? I need to show the total of paid and unpaid invoices. The total of paid invoices is needed so I can pay the sales person commission.

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SliQTools Support Replied
Employee Post

SliQ can store a salesperson name for an invoice. See here for a table showing the fields available when editing an invoice:

http://www.sliqtools.co.uk/onlinehelp/editing_an_invoice.htm

SliQ also allows you to configure reports - adding columns and filters as you desire.

See here for help on customising reports in SliQ:

http://www.sliqtools.co.uk/onlinehelp/customising_reports.htm

Here are instructions for how to customise a report to sales by a sales person called Jim.

1. Select the Salesperson report on the Reports tab.
2. Create a copy of the report by pressing the Create Copy button in the toolbar.
3. Select the new report in the list on the left of SliQ then press the Change Titles, Columns ... button in the toolbar.

SliQ will then show the Customise Report dialog.

On the Customise Report Tab ...
 
5. Change the report title, e.g. to "Sales by Jim".
6. Change the Choose which column to group by dropdown to "Paid".
 
On the Filter Report tab ...
 
7. Select the Sales Person field name and then in the filter field type Jim.
 
Finally, click OK to close the Customise dialog. SliQ will then have a Sales by Jim report in the report list on the left of the Reports tab.

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