Account management

Hi dquinn121, I appreciate you for joining this thread and letting me know that you also want to run this kind of report. I'll walk you through generating the report with the information you need.

Before you pull up the Sales by Rep Detail report, make sure that you assigned a sales representative in your transaction. This way, the rep will populate in the report. Please take a look at  the sample screenshot below for additional reference.

If the Rep field is not showing, we need to modify the template to add it. Here's how you could do it:

1. Open the invoice and click Manage Templates.
   
2. Select the template you want to use.
3. Pick the Additional Customization button.
   
4. Tick the Rep boxes.
   
5. Click OK to reflect the changes.

Once done, you're now ready get the information using the said report.

1. Go to the Reports menu> Sales> Sales by Rep Detail.
2. Click the Customize Report button.
3. In the Display tab, tick Rep and other information you need.
4. In the Filters tab, search for Rep.
5. Hit OK.

On the other hand, if you're trying to get sales by customer type report, you can use the Sales by Customer Detail report. Then, add Type in the Display tab and Customer Type in the Filter tab.

To learn more about personalizing reports, here's an article for you: Customize reports in QuickBooks Desktop.

Please visit again if you have more concerns about running reports in QuickBooks Desktop. I'm happy to help. Take care and have a good one.