Hello,
I’m beginning to design a salesperson report and I wanted to reach out for help to find the most efficient way of handling this. Basically, in our accounting system, each of our customers has an associated Salesperson (coded with Salesperson ID). I would like to build a jet report for a salesperson that has a different tab for each customer they represent. For example, if Salesperson A had customers 1-10, I’d want 10 tabs, one for each customer.
The issue here being that I want the report to automatically look for new customers with that Salesperson ID.
I know how to build a table that shows a salesperson’s current customer list, but I don’t know how to take that into separate tabs and report from there
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Jet Reports Historic Posts Hello -
I have attached a template of a report that will prompt for the salesperson code (and provide a lookup list from which to select) and then create a tab for each customer tied to that salesperson.
Note: this report is designed for a Dynamics NAV data source. -
Jet Reports Historic Posts Thank you. I'm more so trying to understand how to use the sheets command. If I generate a list of customers for a salesperson, I want to generate a sales report for each of the customers on a separate tab.
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Jet Reports Historic Posts Here I have expanded upon the template to create a basic "transaction report" to demonstrate how you might accomplish what you are looking to do.
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