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Sales Rep Report

Sales Rep Report

Owned by Hunter Schaeffer
Last updated: Apr 08, 2025 by Chris Torigian
2 min read

Navigation

Operations → Reporting → Financial → Sales Rep.

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Overview

If you've configured Sales Reps (See: QuickBooks terms and lists configuration page) then this report will provide details regarding orders attributed to the sales representative.

QuickBooks Terms and List Configuration Required!

QuickBooks Desktop - Terms and Lists

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The generated report contains the following columns:

  • Rep.

  • Orders

  • Subtotal

  • Shipping

  • Tax

  • Total

Not Schedule-able

This report does not have a scheduler, its only available as an ad-hoc report.

Report Pickup

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Generated Report

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