Trade Request
The report shows all trade requests made by your users. Users can request trade usage from barter you have received from your customers.
To access this report, you need the User Permission 'Trade Usage Summary Report'.
To view information for all users, not just your own data, you also need the sub-permission 'View All Users'.
You can either search for all trade, or you can filter the report by rep, market, category (barter type), or date range.
The report will return three tables: Approved, Denied, and Pending trade requests. Each table will show the date the request was entered, the rep that requested it, the company, barter category, market, amount, notes, and who the request was approved by (when applicable).
Updated 3/28/2025