Sales Overview Report

Debtors>Reports>Report List

An Analysis of various interactions with customer from Support Logs through to Invoices and Credit Notes.

NOTES
New Debtor: It looks at the captured date on the Debtor, then it checks if this date is within the date range for the report, if it is then it looks if there is an invoice against the debtor. Only then is it flagged as a new debtor. This was the requirement to classify a new debtor flag.

Debtor from / Debtor To	Select a Customer/Debtor you wish to view the report from. Select the Customer/Debtor you wish to see up to in the report.
Date from / Date to	Choose the date range for which you want to view the report from / Select a date range of when you want to see up to on the report.
Past Date from / Past Date to	Choose the past date range for which you want to view the report from / Select a past date range of when you want to see up to on the report.
Select All / Individual Ticks
Sort By	Choose from the drop-down menu how you would like your report sorted, your options are by Debtor, Sales Rep, Region or Division.
Assembly
Sub Sort By
Summary
Target Value
Division / Region	This looks at the invoice and not the debtors setup.
Invoices Value Current	No longer displays cancelled invoices.

Check lists: 
Select all generates a report of everything within the checklist options 
Support logs generates a log report of all support logs limited to what you have clicked 
Sales leads generates a sales report limited to what you have selected 
Quotes generates a quote report which includes totals, amounts, approved not approved etc. 
Sort by within the sort by dropdown they are options in which you can select to make report more readable
Sales reps contains all the reps, Task contains all the tasks, region contains all regions and division contains all division