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.
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.
|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.|