Customer List and Label Report by Salesrep

Customer List and Label Report by Salesrep

Introduction

The following wiki explains how to generate a report to show all the salesreps associated with a customer.

Setup

In the main JAS menu, go to:

  • Customers
  • Reports
  • Lists and Labels

Enter the appropriate division.
Sort by Salesreps
Click on "Proceed".
Note: The option to sort by Salesrep will not appear unless a division is selected.


Sample Report

The following report will show all customers associated with the division selected. At the bottom of the report, the salesreps will be displayed. All the salesreps associated with that customer will be listed, regardless of the division.

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