Hi There!
Would like to know if there is a way to generate this report directly from the portal?
Report - Customer Balances Summary By Salesperson as of DD-MM-YY
SalesPerson 1
Customer X - Balance Rs/-
Customer Y - Balance Rs/-
.
.
Customer N - Balance Rs/-
SalesPerson 2
Customer Z - Balance Rs/-
Customer Y - Balance Rs/-
.
.
Customer P - Balance Rs/-
Please note: Customer Y has balances towards both the salespersons.
Thanks,
Deepak