Sales Rep Report

Owned by Hunter Schaeffer
Jan 09, 2017
1 min read

Navigation

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

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

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.