Sales Orders by Historical Team (Transaction Date) Detail Report
The Sales Orders by Historical Team (Transaction Date) 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 and return authorization totals appear for each supervisor they had during this date range.
Transactions on this report appear by sales effective transaction date. You can the same report filtered by sales effective date with the Sales Orders by Historical Team Detail Report.
To view the Sales Orders by Historical Team (Transaction Date) Detail report
Go to Customers > Customer Reports > Sales Orders by Historical Team (Transaction Date) > 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.
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.