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Reports: Exporting DripJobs Sales By Salesperson to CSV

In this article, you will learn how to export your sales by salesperson to a csv document.

Written by Laura Cuadros


1. Click on "Metrics"

Click on "Metrics"

2. Click on "Reports"

Click on "Reports"

3. Click on "Select a Report"

Click on "Select a Report"

4. Select "Sales by Salesperson"

Invoice totals grouped by salesperson for the specified time period.

Select "Sales by Salesperson"

5. Choose the Filters to Apply

You can filter by Salesperson, Labels, Lead Source and Data Range

Choose the Filters to Apply

6. Click on 'Apply'

Click on Apply

7. You'll See All the Contacts Under Those Filters

You'll See All the Contacts Under Those Filters

8. Check The Ones You Need to Export

If you check 'contacr name' you'll be selecting them all

Select Them All

9. Click on "Export to CSV"

Click on "Export to CSV"

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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