Core Salesperson Reports

ACE core salesperson reports provide a detailed overview of salesperson activity, commissions, and performance metrics.

Note

While Core Reports offer commonly requested data, they are not customizable beyond their existing functionality.

Locating Core Salesperson Reports

1. Go to Reports → Salesperson

2. Select the Report from the sub-menu

Available Salesperson Reports

The table below lists the available salesperson reports, description, and how to run.

Salesperson Report Permissions

The table below lists the permissions needed to view and run the associated reports. Refer to Finding Permissions and Permission Roles in ACE for additional details.