B2B Sales Reports

How to View B2B Sales (Manifest) Reports

  1. From the Dashboard select Reports. Reports::B2B-Sales01
  2. Select B2B Sales in the upper-right corner. Reports::B2B-Sales02
  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. Reports::B2B-Sales03
  4. Select a License. (if applicable)
  5. Pick a Date Range. Reports::B2B-Sales04
  6. Select Go. Reports::B2B-Sales05
  7. To download a CSV file of the dataset, select the Down Arrow (Download) button. Reports::B2B-Sales06