Sales Reports: Advances & Guarantees Report

Created by Francesco Ilardi, Modified on Mon, 1 May, 2023 at 9:31 PM by Francesco Ilardi

ou can access the 'Advances & Guarantees Report' from the 'Sales Report Overview' page in three different ways as highlighted below:

 

Clicking on any of these three buttons will take you to a detailed view of the 'Advances & Guarantees Report.' This section will show you the progress during this sales period. The table is broken out with the advance or guarantee name as rows and the sales report data point as columns. 

 

Keys Features and Highlights

 

Search

The ability to search by advance or guarantee name. In this example, we search for '2018.'

 

The row with '2018' shows up and is the only visible row based on this sales report. 

 

Scrolling

The ability to scroll to the right and see all of the columns. 

 

You can now see all of the advance and guarantee data for this sales report. 

 

 

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