Once you have a simple report with a set of data created, you can then begin customizing that report by including and excluding data based on selected criteria such as specific customers or salespeople, date ranges, or sales value comparisons.
In the following procedure, you will build on the simple report you created in Sample ARW: Simple customer YTD Sales Report, filtering the output to only customers with sales over 5,000 last year. who are managed by one of your two sales managers.
- Open the Simple Customer YTD report you created in Sample ARW: Simple customer YTD Sales Report.
- Click Edit.
You'll be focusing on the upper right panel, Criteria.
- First set the criteria for your YTD sales, as all customers returned must meet this minimum:
From the Available Fields list, drag YTD Sales up to the Criteria panel.
- Operator: Greater Than
- Value: 5000
- Connector to AND WITH.
Learn more- Now filter the report to display customers that belong to your two sales managers who have the salesperson codes 01 and 07.
- From the Available Fields list, drag Salesperson Code up to the Criteria panel twice, so you have two rows for Salesperson Code.
- In the first row, set
- Operator: Equal to
- Value: 01
- Connector: OR WITH
- In the second row, set
- Operator: Equal to
- Value: 07
- Connector: blank
The Or With operator ensures that you will pull Salesperson 01 and Salesperson 07 because it pulls records with either salesperson assigned. If you chose the operator And, then only customers that have both Salesperson 01 and Salesperson 07 assigned would be pulled, resulting in zero records since only one salesperson can be assigned to a customer.
- Click Run Preview.
Note: The Run Preview provides a quick example of report formatting but does not include all of the data. Be sure to save and Run Report to view your data in its entirety.
- Click Exit to close the preview, and then click Save.