Sales Orders by Historical Team Detail Report

The Sales Orders by Historical Team Detail report lists and totals the 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 a transaction NetSuite applies for the purpose of calculating commission or analyzing historical sales.

To view the Sales Orders by Historical Team Detail report

Go to Customers > Customer Reports > Sales Orders by Historical Team > Detail.

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.

Note:

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.

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