This report produces a chart, which displays the net and gross dollars pending, booked and declined each Account Executive for the parameters (reps, order types and product code). Closing Ratio % by AE are included in the report as well.

Steps for Generating Report:

•    Select the desired Account Executives to display in the report (Highlight the AE’s name, click on the single arrow icon (>). If all sales reps are to be selected, click on the double arrow icon)

•    Enter the desired flight parameters (start week and end week)

•    Select Do Report

•    Once generated, the report will automatically appear in a preview window. The user is provided with the option to print or save the report being displayed

=