Related Article: How to Enable the Area and the Division feature?
When you have the FieldInsight Area and Division features enabled, and have an assigned Sales Reports to an Area and a Division, you will then be able to filter your Sales Reports based on the Area and or the Division you wish to see. However, prior to filtering, you have to,
MUST KNOW ABOUT THE FIELDINSIGHT AREA AND DIVISION FEATURES BEFORE LOOKING AT HOW TO FILTER SALES REPORTS BASED ON AN AREA AND A DIVISION
WHERE TO CREATE THE AREA AND THE DIVISION DROP DOWN SELECTION LIST?
The Area and the Division drop down selection list can be created, updated, and deleted in 2 different pages as listed below:
FILTER SALES REPORTS THAT WERE ASSIGNED TO A SPECIFIC AREA AND A DIVISION
Navigate to the Sales Menu at the left navigation panel and click on it to expand.
Select Reports submenu
From the Report page view, set the Division and the Area filters to where you wanted to filter the Report results.
Click the search button
Find all Reports that are assigned to these Area and Division that you have set the filter on.
You can change the filter if you need to see the Reports created on a different Area and / or Division.
How to filter search a Sales Performance based on the Area and on a Division?
How to filter search a Staff based on the Area and on a Division?