This Report uses the Start and End Dates as set in Report Dates.
This Report gives the details of the Targets Met and Unmet for Sales Reps. The Targets can be set and maintained in Analysis Budgets and Targets.
| Field Name | Description | Field Limits and Notes |
|---|---|---|
| Month Begin | This is the Month for the Report Start Date as set in 'Set Report Dates'. | This field Cannot be Changed from here. |
| Month End | This is the Month for the Report End Date as set in 'Set Report Dates'. | This field Cannot be Changed from here. |
| Year Start Date | This is the Year Start Date for your company. | This field Cannot be Changed from here. |
| Month Start Date | This is the Month Start Date of the Report as set in 'Set Report Dates'. | This field Cannot be Changed from here. |
| Month End Date | This is the Month End Date of the Report as set in 'Set Report Dates'. | This field Cannot be Changed from here. |
| Division | The Division for the Sales Rep. | This field Cannot be Changed from here. |
| Outlet Group | The Outlet Group for the Sales Rep. | This field Cannot be Changed from here. |
| Outlet Code | The Outlet Code for the Sales Rep. | This field Cannot be Changed from here. |
| Outlet Name | The Outlet Name for the Sales Rep. | This field Cannot be Changed from here. |
| Rep Code | The Code for the Sales Rep. | This field Cannot be Changed from here. |
| Rep Name | The Name of the Sales Rep. | This field Cannot be Changed from here. |
| Count of Account No | The Number of Accounts. | This field Cannot be Changed from here. |
| Mth Cases | The Quantity of Cases for the Month. | This field Cannot be Changed from here. |
| YTD Cases | The Quantity of Cases for the Year To Date. | This field Cannot be Changed from here. |
| @x Litres | The Quantity of Litres. | This field Cannot be Changed from here. |
| Mth Sales Value | The Sales Value for the Month. | This field Cannot be Changed from here. |
| YTD Sales Value | The Sales Value for the Year To Date. | This field Cannot be Changed from here. |
| Mth Total Cost | The Monthly Total Cost. | This field Cannot be Changed from here. |
| YTD Total Cost | The Total Cost for the Year To Date. | This field Cannot be Changed from here. |
| Mth Margin | The Monthly Margin. | This field Cannot be Changed from here. |
| YTD Margin | The Margin for the Year To Date. | This field Cannot be Changed from here. |
| Month Customer Count | The Monthly Customer Count. | This field Cannot be Changed from here. |
| YTD Customer Count | The Year To Date Customer Count. | This field Cannot be Changed from here. |
| Month Target Sale | The Monthly Sales Target. | This field Cannot be Changed from here. |
| Month Target Cost | The Monthly Target Cost. | This field Cannot be Changed from here. |
| Month Target Margin | The Monthly Target Margin. | This field Cannot be Changed from here. |
| Yearly Target Sales | The Yearly Sales Target. | This field Cannot be Changed from here. |
| Yearly Target Cost | The Yearly Target Cost. | This field Cannot be Changed from here. |
| Yearly Target Margin | The Yearly Target Margin. | This field Cannot be Changed from here. |
| Month Total Budget Sales | The Monthly Sales Budget. | This field Cannot be Changed from here. |
| Month Total Budget Cost | The Monthly Budget Cost. | This field Cannot be Changed from here. |
| Month Total Budget Margin | The Monthly Budget Margin. | This field Cannot be Changed from here. |
| Yearly Total Budget Sales | The Yearly Sales Budget. | This field Cannot be Changed from here. |
| Yearly Total Budget Cost | The Yearly Budget Cost. | This field Cannot be Changed from here. |
| Yearly Total Budget Margin | The Yearly Budget Margin. | This field Cannot be Changed from here. |
Once the results of the Report are retrieved you can filter on 1 or multiple fields to only show some records as per any search criteria you enter.
Once you have records on screen that you wish to see, you can if required extract the information in an XML 
, CSV 
or PDF 
format by clicking on the buttons at the bottom of the screen which will email the results.