The Case Report provides a focused lens on a specific segment of your sales activities. This report narrows its scope to events with an event type of 'case'. By isolating this particular event type, the Case Report allows you to analyze and understand the performance and characteristics of case-specific sales, helping you fine-tune strategies for this important segment of your business.
Filters Available:
- Date
- Event Type
- Representative Name
- Physician Name
- Event Status
- Distributor Group
- Facility Stock Used?
- Manufacturer(s) Assigned
The Case Report includes information including: Event Type, Event Status, Event ID, Event Name, Event Date, Procedure, Associated Requests, Associated Transfers, Facility, Physician, Representative, Facility Stock Used?, Total Sales, Total Commission, Invoice Number, PO Numbers, Manufacturers Assigned.
To export, Click on the Kabob menu in the upper right corner of the report table titled, "Tile Actions", then select "Download"
Be sure not to click on the kabob menu at the top of the screen by mistake.
Then select the Advanced Settings:
- Results: With Visualization options applied
- Data Values: Unformatted (no rounding, special characters, etc.)
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Number of Rows to Include: All Results
