Report Salesperson's Warranty Activity

(Salesperson Batting Average Report)

Access

This report compares the quantity and dollar value of warranties sold by a salesperson with the quantity and dollar value of the warranties the salesperson could have sold. The difference is expressed in absolute numbers, percentages, and averages. You can sort salesperson codes in ascending or descending order and include or exclude a summary by salesperson, by location, or both. The report breaks on warranty category. Once the run-time options have been selected, choose Run to produce the report.

 This report excludes returns and exchange returns.

Warranty CategoryYou can limit the report to one or more warranty categories, or you can leave the field blank to report on all warranty categories. If you click the action button, the Multiple Warranty Category Selection Window appears from which you can select one or multiple warranty categories to report.

Date CodeClick on the Arrow button to view a list of date codes, then select the code that best indicates the time period on which to base your report.  

Start DateIf you select CUS at the Date Code field, you activate this field.  Use this field to specify the start date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.

If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.

End DateIf you select CUS at the Date Code field, you activate this field.  Use this field to specify the end date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.

If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.

SalespersonYou can limit the report by one or more salespersons or you can leave the field blank to report on all salespeople. Enter the code of a single salesperson directly in this field, or click the search button to select a salesperson from the list. If you click the action button, the Multiple Salesperson Selection Window appears from which you can select one or more salesperson codes.

District

Warehouse LocationIf you are not reporting by District, you must indicate at least one warehouse location whose activity is to be included on the report. You can enter the code directly in this field, or click the arrow button to select a location from the list. If you click the action button, the Multiple Location Selection Window appears from which you can select one, multiple, or all locations to report.   

Product GroupYou can limit the report by one or more product groups, or you can leave the field blank to report on all product groups. Enter the code of a single product group directly in this field, or click the search button to select a group from the list. If you click the action button, the Multiple Group Selection Window appears from which you can select one or more product group codes. If you make a selection at this field, the Product Category field becomes inactive.

Product CategoryYou can limit the report by one or more product categories, or you can leave the field blank to report on all product categories. Enter the code of a single category directly in this field, or click the search button to select a category from the list. If you click the action button, the Multiple Category Selection Window appears from which you can select one or more category codes.

Sort Salespeople ByIndicate whether to sort salesperson data Ascending or Descending order within each location.  

Include Summary

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.