Sales Summary By Associate

This report allows you to view your sales based on which Sales Associate was assigned to an order(s). The report lists the Sales Associate name, order details, and tip totals within a particular date range.

Running The Report

1. Go to Reports > Sales > Sales Summary by Associate.

2. Enter the name(s) of the relevant Sales Associates.

3. Adjust the dates, or click Manage Filters and Manage Reports Columns to customize your report. Learn More >

4. Click Export to queue your report for download. It will be emailed to you when ready. You can also Save As or click Actions > Schedule to schedule your report to generate on a recurring basis (Plus only). Learn More >

Reports export in .CSV format.

Here are the definitions of what will populate in your Sales Summary By Associate report:

Website	The website the purchase originated from.
Sales Associate	The name of the sales associate.
Order Count	The total amount of orders processed by the sales associate
Sub Total	The total of subtotals of orders processed by the sales associate, before taxes and shipping/handling.
Deposit	The total of deposits of orders processed by the sales associate. (**Canadian customers only)
Shipping	Total amount of shipping of orders processed by the sales associate.
Handling	Total amount of handling of orders processed by the sales associate.
Taxes	Total amount of tax of orders processed by the sales associate.
Total	Total of sale(s) including tax, shipping/handling of orders processed by the sales associate.
Tip	Total tip amount of all orders processed by the sales associate.
TotalAfterTip	The total amount after tips have been included in the total of all orders processed by the sales associate.

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