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ZREP - User Guide

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54 views5 pages

ZREP - User Guide

Uploaded by

MudassarChohan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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RM – Sales Rep Activity Report (ZREP)

User Guide

For any queries and additional Information please, contact RM support team:
[email protected]

Malik Khurram / Hamza Ashraf Document Updated: 06/29/2012


En Pointe Technologies [Confidential]
User Guide: ZREP Report
ZREP Report:
Sales Rep Activity report or ZREP report is as elaborated by its title is the report of the activity of Sales
Rep. It allows the executive & managerial layers to view performance of a specific Sales Rep, Sales office
or Sales group. It further allows them to view the performance from different aspects as well in a
specified time frame.

Work sheet output of reports gives full performance notion to the management. This makes it nothing
less than a quality of yardstick.

Login Requires:
Internet explorer 7 or above.
Silverlight installed on your system http://www.microsoft.com/silverlight
Authorized Login ID & Password (system ID & Password).
Application URL http://reports.enpointe.com

Go ahead and login to your account!

This checkbox will allow system to remember your login credentials

Malik Khurram / Hamza Ashraf Document Updated: 06/29/2012


En Pointe Technologies [Confidential]
Reporting Manager - Landing Page:
Your landing page view depends on your access level. To view the Sales Rep Activity report, see the All Reports
option on top right of the page or see the left navigation bar and click on Sales Rep Activity report.

Left Navigation bar

Options on Top Right (Click All Reports)

Malik Khurram / Hamza Ashraf Document Updated: 06/29/2012


En Pointe Technologies [Confidential]
ZREP - Main Page

Clicking Sales Rep Activity report will pull the main Screen to work with for the reporting outcome. This report
will let you view detail activity of Sales Rep depending upon their Revenue|GMD|Services revenue, buying by new
and old accounts for any specified time frame of last three year. Also it gives figures for Month-to-date (MTD),
Quarter-to-date (QTD), and year to-date (YTD).

Under ZREP criteria add/select the following:

1- Month : Options available are current month or any month from January to December.
2- Year: Options are Current year or any one from last three years.
3- Region: Region selection like East, West, and Mid.
4- Sales Office: Select Sales office.
5- Sales Group: Select Sales Group.
6- Variant Actions: Default criteria will just run the report default way and exclude any customization or you
can take several variant actions.

Variants:
Variants are the report criterias set by the user/viewer of the report or by the Reporting Manager Admin
personnel. Variants allow you to save any report criteria. Next time you will not have to apply all the changes,
instead just run the saved report criteria under Load Variant. You can save as many report criterias as you wish.
These can be edited or deleted from the option Manage Variants on the Home Page. Also you can run/load
Default Criteria.

Malik Khurram / Hamza Ashraf Document Updated: 06/29/2012


En Pointe Technologies [Confidential]
Following Screen shot will explain how to add/save Variants.

To Save Variants To Save Variants

1- Click “Save Variant As” in Variant actions.


2- Give it any Name and Description and click “Save”.

Default variants are set by the Reporting Manager Admin personnel.

Below Screen shot of Sales Rep Activity report is a part sample of the final report, explaining the Month-to-date
(MTD) details. Moving forward on reporting screen will show QTD and YTD results.

These reports can also be saved/export in different available formats (Excel, CSV, PDF and
MHTML).

Malik Khurram / Hamza Ashraf Document Updated: 06/29/2012


En Pointe Technologies [Confidential]

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