Company

Select a company from the list.

Date From

Enter or select the starting date for the report in From and the ending date in To. The report will include the records that satisfy the date range you specify.

You can opt to select the Earliest date or the Latest date possible for the sales order dates.

Functional Role(s)

Select the functional role code(s) to only include the employees related to the role(s) in the report.

Group(s)

Select the employee group(s) to include in the report.

Employee(s)

Select the employee(s) you want to display in the report.

If you search by name, use one of the Contains... options, rather than the Starts with... options. Click the arrow to list the matching employees in Choices.