- Old Reports
- Sales
- Sales By Sales Associate
Sales By Sales Associate
This page documents an older/sunset version of our reporting tools - for documentation on the latest version click here.
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.
We have a few parameters you can use to generate the Sales By Sales Associate report:
- From Date
- To Date
- Date Type
Reports export in .CSV format.
You can access the the Sales by Sales Associate Report by navigating to Reports > Sales > Sales By Sales Associate
Here are the definitions of what will populate in your Sales By Sales 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. |