Sales Rep Report


Operations Reporting → ("Reports" section) → Sales Rep Report


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!

Running the Report

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.