What is the best way to create and automate a list of each Sales Rep's New Sales Orders for the month-to-date? The Sales Rep Manager also wants to receive the report with the same data the Sales Rep receives.
1) Create a custom Report from the Sales Rep Detail report. Grant access to the report to all the Sales Reps and Managers.
2) Create a search for Last Weeks Orders by Sales Rep with criteria Sales Rep is "-mine-". Send the search link to each member of the team to run as needed.
3) Create a search for Sales by Sales Rep and schedule it to run prior to the meeting. Using email notification send the results to the Sales Rep and Manager recipients.
4) Create a custom Report from the Sales Rep Detail Report and schedule the report to run prior to the meeting. On the schedule, make the recipients the Sales Reps and Managers to email the report.
