Starting in mid-October, you’ll be able to view your Sales Report in My Business. Members of the "Administration" team will have a new menu item labeled "Sales Report" in the customer data area. The information is updated daily so it also includes sales for the current month. For a quick comparison, you can find the sales figures of the previous year below the report. Both reports can be exported individually as PDFs, so they can be easily forwarded to any colleague, no special viewing rights needed.
The sales data always refer to your main company. If your DocuWare ID is connected to multiple companies/locations, the report will only contain the data for your main location.
This new report replaces the automated monthly Partner Report emails.
Please be sure to check which employees of the "Administration" team should have access to the reports.
