B2B Sales Reports
How to View B2B Sales (Manifest) Reports
- From the Dashboard select Reports.
- Select B2B Sales in the upper-right corner.
- 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.
- Select a License (optional.)
- Select a Status; 'Open', 'Shipped', etc. (optional.)
- Pick a Date Range.
- Select Go.
- To download a CSV file of the dataset, select the Down Arrow (Download) button.
https://drive.google.com/file/d/1BpvCQizWZ-h4DuL0OqvFNH3yZEp1Qwc5/view?usp=sharing