Date Range - In some cases, a date range, even if not required, will increase the efficiency and value of the report and should be the bare minimum of criteria provided.
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Sales Rep - A few of the reports available can be run for individual Sales Representatives. This can be an excellent tool in the evaluation of their performance, showing exactly what they are contributing to your operation's efforts.
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Customer and Master Customer - Use these options to zero in on a specific customer's activity. When evaluating your company's overall performance these criteria should be ignored.
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Detail Level - Selections from this drop down box are used to control the amount of information provided on the reports, making them clearer and more concise. The less extemporaneous data there is to sift through, the easier the report will be to read and the more valuable it becomes.
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Group By Sales Rep - When not using the individual Sales Rep option above you may choose to view a report with data separated by each Sales Rep. In essence this will create individual Sales Rep reports while still accounting for your entire operations.
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Export - The ability to export data is a powerful tool provided by the Xebra. Exports from the Xebra Reporting module will be provided in a *.csv (comma delimited, text file) format to be used in third-party spreadsheet and database applications (i.e. Microsoft Excel).
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