B2B Sales Reports

How to View B2B Sales (Manifest) Reports

  1. From the Dashboard select Reports.
  2. Select B2B Sales in the upper-right corner.
  3. There are six reports to pick from:
    • Overview: All Outgoing Transfers.
    • Incoming: All Incoming Transfers.
    • Recent: Most Recent Transfers.
    • By Driver: Transfers By Driver.
    • By Salesperson: Transfers by Salesperson.
    • By Section: Transfers by Section.
  4. Select a License (optional.)
  5. Select a Status; 'Open', 'Shipped', etc. (optional.)
  6. Pick a Date Range.
  7. Select Go.
  8. To download a CSV file of the dataset, select the Down Arrow (Download) button.