Set Options for Top Sales Reps by YTD Sales

When you click Sales in the Executive Information Summary (EIS) program and then click Sales reps, you can set options that affect the display.

  1. (Optional) Click Prog opts to review your options. To change them:

    1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries for more information.

    2. Click the Sort tab to set sort order.

    3. Click the Selection tab to select specific records.

    4. Click the Program tab set this program specific option:

Field Name

Type / Max Length

Action / Description

Number of sales reps to display

Optional

Select how many sales reps you want to include in the display. For example, an entry of 10 lists the ten reps with the highest year-to-date sales.

    1. (Optional) Click Save to save these options for future use.

    2. Click Refresh to display current options.

    3. Click OK to apply these options or click Cancel to exit without applying them. If you click OK, see Display Top Sales Reps by YTD Sales.