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Level 1

Customer total sales Summary by Rep report

I am looking for a report that shows total sales by a customer for a certain time period sorted by sales rep.

EX: I want to see John's & Jane's (Sales Rep) total sales for Q1 by customer total paid invoices (not detailed)....

John

01/15 - 03/15 Acme - $50

Jane

01/15 - 03/15 BestBuy - $50

01/15 - 03/15 NewEgg - $50

Instead i am only able to get a break down of all line items with a running total, and I am not sure if those invoices have been paid or not.

Any help is great appreciated, now back to search the community.

Solved
Best answer March 18, 2019

Best Answers
Highlighted
Moderator

Customer total sales Summary by Rep report

Hi roshan,

We can customize the Sales by Rep Detail to show the total sales by customer. You won’t be able to see everything you need on the Sales by Customer Summary report though. Here's how to customize the report:

  1. Click on Reports menu, then select the Sales.
  2. Choose the Sales by Rep Detail and click on Customize Report button.
  3. Click the Display tab and change Total by to Customer.
  4. Under Columns, select Rep and uncheck the Name.
  5. Click OK.

Please let me know if that helps.

View solution in original post

Highlighted
Moderator

Customer total sales Summary by Rep report

Good day to you, laurlook.

 

You can find the Sales by Rep Detail page by;

  1. Going to the Report Menu.
  2. Choose Sales, then Sales by Rep Detail.

 

 

 

Know that you can always reach out to me of you need further assistance. I'd be glad to help.

View solution in original post

11 Comments 11
Highlighted
Moderator

Customer total sales Summary by Rep report

Hi roshan,

We can customize the Sales by Rep Detail to show the total sales by customer. You won’t be able to see everything you need on the Sales by Customer Summary report though. Here's how to customize the report:

  1. Click on Reports menu, then select the Sales.
  2. Choose the Sales by Rep Detail and click on Customize Report button.
  3. Click the Display tab and change Total by to Customer.
  4. Under Columns, select Rep and uncheck the Name.
  5. Click OK.

Please let me know if that helps.

View solution in original post

Highlighted
Level 15

Customer total sales Summary by Rep report

"and I am not sure if those invoices have been paid or not."

Accrual Basis = by invoice data, even if never paid.

Cash Basis = by payment data, only if paid.

You also can filter on Paid Status = Paid, and still run Accrual Basis reporting.

I think you want "Sales by Customer Summary" And for Columns by = select Rep from the top right side dropdown.


Highlighted
Level 1

Customer total sales Summary by Rep report

Hi,

Sorry but I can't find "the sales by rep detail" in the "Sales report".

Thanks

Highlighted
Moderator

Customer total sales Summary by Rep report

Good day to you, laurlook.

 

You can find the Sales by Rep Detail page by;

  1. Going to the Report Menu.
  2. Choose Sales, then Sales by Rep Detail.

 

 

 

Know that you can always reach out to me of you need further assistance. I'd be glad to help.

View solution in original post

Highlighted
Anonymous
Not applicable

Customer total sales Summary by Rep report

I have the same question, but I just converted to QB Online. There is definitely not a Sales Rep report that is popping up under Sales Reports. I used this report in desktop previously......

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QuickBooks Team

Customer total sales Summary by Rep report

Thanks for joining this thread, FrenchGraffiti.

 

Allow me to step in and help share some option on how you can pull the sales report you need in QuickBooks Online (QBO). 

 

In QuickBooks Desktop you have an option to customize to add a Rep on the transaction and pull up the Sales by Rep Detail report. However, this isn't available in QBO. Instead, you can use the class and location tracking feature and pull up the Sales by Class detail report. This will show you the same information you need.

 

To learn more about the class and location tracking, you can check this article: How to set up and use class and location tracking

 

To pull up the Sales by Class detail report, you can follow the steps below:

  1. On the left tab, click Reports.
  2. Type-in Sales by Class detail on the search tab.

For additional reference, you can visit this article on how to customize reports in QBO.

 

Please know that you're always welcome to post if you have additional questions about the sales report in QuickBooks. Have a good day ahead. 

Highlighted
Level 1

Customer total sales Summary by Rep report

Hi

I have followed the instruction on how to customise "sales by rep detail " report but still not able to see the correct information. Do I have to modify my sales invoice template to manually attach a rep to each invoice created?

 

kind regards

 

Highlighted
QuickBooks Team

Customer total sales Summary by Rep report

Yes, you need to enter the sales rep into the Rep field on the invoice, . 

 

To customize the invoice template to include Rep on your invoice format:

 

  1. Create a new invoice. 
  2. On that page, go to the Formatting tab and then Customize Data Layout.
  3. In the window that appears, select the Header tab.
  4. Find REP on the list and select the Screen and Print boxes to add it.
  5. Click OK once you're done. 

See this article for detailed guidance: Create and use custom fields in QuickBooks Desktop.

 

You can now generate a Sales by rep detail report. If you see No sales rep listed in place of a sales rep name then some invoices were not assigned a sales rep.

 

The amount you owe the sales rep is not calculated on this report, however you can export this report to Excel, enter your sales commission percentage, and let Excel do the calculations.

 

Let me know if there’s anything else that I can assist with your report by leaving a comment below. I’m always here to assist. Have a wonderful day!

Highlighted
Level 1

Customer total sales Summary by Rep report

Is there anyway to run the report where it only list the invoice once? It sorts it out by line items and even if I take off that column it will still list the invoice 5 times if it has 5 line items. So my monthly report ends up being multiple pages when it really can only be one.

Highlighted
QuickBooks Team

Customer total sales Summary by Rep report

Yes you can do it by creating a customized report, BKD-HG.

 

I'm here to guide you through the process here's how to create a customized invoice report.

 

  1. In your QuickBooks company, go to the Reports menu then select Customers and Receivables.
  2. Click on the Transaction List by Customer.
  3. In the Report page, select the Customize Report button.
  4. Click on the Filters tab.
  5. Enter Transaction Type, then choose Invoice.
  6. Customize the Date range.
  7. Hit OK.

 

I added a screenshot for additional reference.

 

invoice qbdt.jpg

 

For future reference, check out: Create, access and modify memorized reports.

 

I'm just a few clicks away if you need further assistance. Take care.

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Level 1

Customer total sales Summary by Rep report

 

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