Page 28 - Information_Kit

Sales IQ, continued

the top 10 customer/manufacturer relationships to be displayed, enter “10” in the field next to the
Selector field.
All = As the name implies, all records will be displayed when this option is selected.

New = When
selecting New you
have the option to
see new This Month
or new This YTD .

“Can I export
transaction
detail to Excel?”

The Transaction
Viewer allows you
to see the detail
transactions that
support a session
total in Sales IQ .
You can also export
all data records
displayed on the
Transaction Viewer
screen to an Excel
spread sheet by
simply clicking on
the Export to
Excel button.

“How can I easily
reverse a
session?”

Reversing an entry
session in
Transaction
Viewer is as
simple as drilling
down to a single
session, clicking on
the Create
Session
28 www.dynamacs.com button and
selecting reverse
amount signs.