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Generate a Salesman Placement Report

Use the Salesman Placement Report to view accounts that salespersons placed during the specified month and year.

To generate a Salesman Placement Report

  1. In the Main Menu window, from the Reports menu, click Internal > Salesman > Placements. The Salesman Placement Report dialog box appears.

Salesman Placement Report dialog box

System Month: Account placement month for which to generate the report.  

System Year: Account placement year for which to generate the report.

Report File Name: Name of report file to use. SalesPlacements.rpt is the default report. If a custom report is available, you can use it instead.

  1. Specify the parameters for the report and then click Begin Report. The Sales Placements - Latitude Report Viewer window appears.

Salesman Placement Report sample