Sales Orders by Historical Team Summary Report
The Sales Orders by Historical Team Summary report lists the total approved sales orders and return authorizations. It lists these transactions for each sales rep for each month of the date range you choose. Reps and their sales order totals appear for each supervisor they had during this date range.
Transactions on this report appear by sales effective date rather than the transaction date. Sales effective date is the date NetSuite applies a transaction for the purpose of calculating commission or analyzing historical sales.
To view the Sales Orders by Historical Team Summary report:
Go to Customers > Customer Reports > Sales Orders by Historical Team.
A message appears indicating that your report is loading. The status bar in the footer of the report indicates the progress as your report loads. You can click Cancel Report next to the status bar to stop the report from loading.
This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.