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5.3. Sales Summary
1. From the Software menu, select Display Advertising | Reports | Sales Summary. A window entitled Sales Summary will appear.
2. Under the Publication heading, uncheck the All box, and click on the adjacent Search icon. A window entitled Publication will appear.
3. Under the Enter Selection heading, enter the publication(s) to be included in the report. Then click on the OK button.
4. Under the Date heading, enter the range of dates for the report, or click on the Calendar icons to select these dates.
5. Under the Salesrep heading, uncheck the All box, and click on the adjacent Search icon. A window entitled Searching Sales Rep will appear.
6. Under the Enter Selection heading, enter the salesrep(s) to be included in the report. Then click on the OK button.
7. Under the Salesrep Choice heading, ensure that the Main(Ad) option is selected.
8. Under the Profit Center heading, uncheck the All box and click on the Search icon adjacent to the field. Select the profit center specific to your location, and then click on the OK button.
9. Under the SIC heading, ensure that the All box is checked, and that the Main(Ad) option is selected.
10. Under the Ads Selected heading, ensure that the Both option is selected for all categories. If the report is to exclude inserts, select the Linage option under the (Display Only) subheading.
11. Ensure that all the remaining All boxes are checked.
12. Click on the Request & Misc. tab. Ensure that all the All boxes are checked unless you wish to refine the report based on the available criteria.
13. Under the Miscellaneous heading, ensure that only the Print Summary, Print Selection Criteria, and Preview options are selected.
14. Under the Ads Selected heading, select the type of advertising you wish to include in the report.
15. Under the Print Options heading, select the Both option.
16. Under the Quantity heading, select the Units option.
17. Under the Linage heading, ensure that the Convert Linage box is unchecked.
18. Under the Comparison Options heading, ensure that the Last Year Comparison box is unchecked unless you wish to include this in the report.
19. Click on the Sort tab. Under the Sorting heading, arrange the list by dragging and dropping the criteria in this order: (1) Client, (2) Salesrep, (3) Publication Date, (4) Publication. The remaining criteria do not need to be arranged.
20. Under the Breaking heading, check the Client and Total Sales Sort boxes.
21. Under the Clients sorted by heading, select the Name option.
22. If multiple salesreps are included in the report, select either the Name or Number option under the Salesreps sorted by heading according to your preference.
23. Under the Total Sales Sort heading, select the Descending option.
24. Click on the Start Process icon, or strike the <Alt + F2> keys. You may print the generated report by clicking on the Printer icon.