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Reports»"By Agency" in TopDown
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Last modified on 3/16/2011 8:53 AM by User.

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"By Agency" in TopDown

Overview

Agencies do need to run reports to see what out of territory reps they often partner with on spec orders. Additionally, Manufacturers using OASIS need to see which reps participate in splits.

How

  1. Select "Reports" in OASIS
  2. Select "Top Down Reporting" under "Worksheets"
  3. Select the style of report (e.g. "PO Summary")
  4. Click and drag the field "Agency" to the Row Headings area
  5. (OR use "Agency in a selection or report grouping.)
  6. Press "Update"

Example

Here is an example. Notice the "Agency" field is used in the row headings.