Now that users have been on OASIS for several years viewing sales or commission data across several years may be important. This report gives you a broad view of all your business broken out by manufacturers. This will help to see trends in business and the last page of the report will give you a graphical view by showing it to you in a chart. The Order Summary report can run across the number of years you have had OASIS just by making a few clicks.
NOTE - Order Summary report is available on the Home Screen (Reports > My Order Summary Reports) or in the Reports section (Worksheets > My Order Summary Reports)
Running the report
Go to My Order Summary report
In the window, change the Year to “All”
- Then change the Columns to “Year”
- Next, click “Update” (in the upper left corner)
- This will generate the report on screen
The report may be printed, switched to other options, show all the transactions, etc.