How to Filter Transaction Reports by Salesperson?

1.Log in to your Biztory and navigate to the Reports - Transaction Report

2. Find the Filter icon.

3.Apply Filters:

• Look for an option to filter,  Common filters include:

1. Wallet : usually refers to Payment method / Virtual wallet
2. Transaction Type : refers to the category of the transaction, usually is Sales/ Purchases/ Expenses/ Fund Transfer/ Journal
   
3. Salesperson : Choose the specific salesperson or salespersons you want to include in the report.
4. Branch : refers to different physical locations or divisions where business operations are conducted.

Your Transactions report is ready to view.

Related Guides on Transaction Report

What is the purpose of the transaction report? 

• Please refer to : Transaction Report