User needs to show the
total sales (parent and child customer) on the dashboard
Navigate
to Reports > Sales > Sales by Customer > Customize
Sorting > Sales:
Amount (Net). Add. Descending = Y.
Move up.
More Options >
Expand Level = Collapse All (to display top level data only)
Preview
Notice that parent
customers' sales includes child customers' sales. Click on the + sign to view
the sales of child customers.
Click Return to
Customization.
Enter Report Name.
Click Save and a Snapshot. Enter Portlet Title, check wide
or narrow. Save.
Navigate to Home > Settings >
Personalize Dashboard > Add Content > Report Snapshots > CustomSelect
custom snapshot.
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