We're glad to see you visiting us here today. I've got steps to help you run the Sales by Rep report in QuickBooks Desktop.
When running Sales by Rep reports, you'll need to ensure you've created and assigned Sales Reps to your transactions. Doing so will allow them to show on the report you want to review. To guide you through these steps, here's how you can create a Sales Rep:
- In your QBDT account, go to Lists and select Customer & Vendor Profile Lists. Then, click Sales Rep Lists.
- Select New from the Sales Rep dropdown at the bottom.
- Enter its details and click OK.
To assign these Reps to your transactions:
- Open an existing invoice transaction and choose a specific Sales Rep from the Rep dropdown.
- Enter the necessary information, and click Save & Close.
Then, to guide you in running the Sales by Rep report, you can refer to the steps below.
- Go to Reports from the menu bar, and select Sales.
- Select the Sales by Rep Detail report.
- Click Customize Report.
- Under the Display tab, enter Rep in the columns section.
- Under the Filters tab, enter Rep in the Choose Filter section.
- Once done, click OK.
Moreover, you can further add specific data to your reports by customizing them.
Keep us posted in this forum if you have additional questions about running reports. We'll be around to help you. Have a good one!
