| □ | The Leads By Salesperson Report provides a list sorted by Salesperson, then listed with the Subscribers and/or Prospects and, optionally, with the Proposals and actual Invoices that were created. |
| □ | To view or print this report, on the Main Menu Select the Reports menu, and Choose Prospect & Proposal, then Click Leads by Salesperson. |
Leads By Salesperson Options
| □ | Leads By Salesperson Report tabs - There are three tabs on the Leads Report dialog. |
| • | Options - Initially only the Options tab is shown (until you make your Options selections and Select Print). |
| • | Summary or Detail - Summary is selected by default. |
| • | Salesperson - The Salespersons that you've defined: |
| ▪ | All - By default, All Salespersons will be included. |
| ▪ | One - You may limit the report to a specific Salesperson. Click One. |
| o | Specify whether or not you want to include Terminated Employees. |
| o | Using the Salesperson Search dialog, Choose the desired Employee. |
| • | Type - The Types of Sales Leads that you've defined: |
| ▪ | All - By default, All Lead Types will be included. |
| ▪ | One - You may limit the report to a specific Lead Type. Click One, then using the Lead Type Search dialog, Choose the desired Lead Type. |
| ▪ | All - No Dates may be selected because all dates will be reported. |
| o | From - Shows Today but is grayed out and inactive. |
| o | To - Shows Today but is grayed out and inactive. |
| ▪ | Limited - Select the date range to be reported: |
| o | From - Enter the starting date from which the selection will be made. |
| o | To - Enter the ending date from which the selection will be made. |
| • | Charts - Using the Drop-Down Selection List provided, you may Choose whether either a Pie or Bar Chart should be included as part of this report's output. |
| • | Print - Click the Print button  to Preview and optionally Print (to a File or a Printer) this Leads by Salesperson Report. |
| □ | Preview - The Preview tab presents the report which resulted from the Options you've selected. |
Sales by Salesperson Report - Preview
| • | Home -  - Using either the screen or your Keyboard's Home key, moves the report to the top of the first page. |
| • | End -  - Using either the screen or your Keyboard's End key, moves the report to the bottom of the last page. |
| • | Arrows - The arrows allow you to move back and forth, from page to page. |
| • | Number - Indicates the page number you are viewing. |
| • | You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately. |
| • | If you enter an invalid page number, it will be ignored. |
| • | Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen. |
| • | Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view). |
| • | Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen. |
| • | Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage. |
| • | When you Click the Zoom To Percentage button, the Percentage selector will be displayed. |
| • | You may then Click the Up or Down ‚ arrow to set the exact amount of Zoom you want. |
| • | Print - Click the Print button to Print (to a File or a Printer)  the displayed Leads by Salesperson Report. |
| • | Email - Click the Email button to open Outlook® and email this report to an address you specify.To Exit the Preview tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Preview tab. |
| □ | Data View - This view provides a tabular (spreadsheet style) presentation of the selected data. |
| • | Arrows - Click the arrows to move through the record. |
| • | Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons): |
| • | Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format. |
| • | Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format. |
| • | Export To Html - Click the third button after the arrows to export the data to an HTML formatted file. |
| • | To Exit the Data View tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Data View tab. |
Leads by Salesperson Report sample for selected Type
