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The Rep Comparative report allows you to look at invoiced orders by client or order rep and compare it to the previous month, quarter or year. The results will be presented in both a percentage and dollar value change for the time frame you set.
This feature is not available to teams subscribed to commonsku's Essentials plan. The Advanced plan or higher is required in order to use this tool.
On this page:
Accessing the Rep Comparative Report
Accessing the Rep Comparative Report
To access the Rep Comparative Report:
- Click into your Reports tab
- Select Rep Comparative
Filters
Each report contains the following filters:
- Rep Type
- Interval
- Proration
- Compare To
How to pull a report
Once you have selected your report filters, click Get Report.
How to sort a report
Once you have pulled a report, click on a column title to sort that column by alphabetical or numerical order.
How to create a custom report
You can save specific Search filter selections and create your own custom Rep Comparative reports. Your saved reports are only available under your login; they are not shared across your entire team.
Learn how to:
To create a custom report:
- Select your preferred filters on the Search tab
- Click Actions > Save Report
- In the "Save Report" pop-up, enter a report name
- Click Save
To delete a custom report:
- Click Actions > Load Report
- In the "Load Report" pop-up, select Report
- Click the
icon next to the report you want to delete - In the "Are you sure you want to delete the saved report?" pop-up: Click Delete
How to load a custom report
- Click Actions > Load Report
- In the "Load Report" pop-up, select Report
- Click Load
Totals
The Rep Comparative Report's totals box above displays the:
- Total number of rows (number of reps)
CSV exports
After you've pulled a report, click Actions > Export to export a CSV file of the report details.
CSV exports make it easy to organize large amounts of data.
The Rep Comparative Report's CSV export contains the following:
- Rep First Name
- Rep Last Name
- Invoices Current Period
- Invoices Previous Period
- Change
- Change Percentage