Report Summarized Sales Leads Activity

Access

This report generates a summary of sales lead activity by salesperson and store. Use the date fields to compare sales activity from a period in the current year to a period in the previous year. Once the run-time options have been selected, choose Run to produce the report.

District ManagerEnter one or more district managers (if any) to whom you want to restrict the output of this report. If you leave this field blank, the report runs for all district managers.

LocationEnter one or more locations (if any) to whom you want to restrict the output of this report. If you leave this field blank, the report runs for all locations.

Beginning Date Last YearEnter the beginning date for last year's period.  If you click on the Calendar Icon, a calendar appears which you can use to select a date.

Ending Date Last YearEnter the ending date for last year's period. If you click on the Calendar Icon, a calendar appears which you can use to select a date.

Beginning Date This YearEnter the beginning date for this year's period. If you click on the Calendar Icon, a calendar appears which you can use to select a date.

Ending Date This YearEnter the ending date for this year's period. If you click on the Calendar Icon, a calendar appears which you can use to select a date.

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Settings.

Export PathIf you select either the Personal Report Viewer (PRV (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.