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Need a report to show collections of a given period by Rep to calcualte their commision on collections?

 
3 Comments
Moderator

Re: Need a report to show collections of a given period by Rep to calcualte their commision on co...

You can run the Sales by Rep Detail report, BoozeJo.

 

You can customize this report to show desired date range. Here's how:

  1. Click Reports on the menu.
  2. Select Sales, then click Sales by Rep Detail.
  3. Select the date range.

You can also sort the details of the report as well.

 

You might want to learn more on how to customize reports in QuickBooks Desktop.

 

I'll be here if you have other questions.

Not applicable

Re: Need a report to show collections of a given period by Rep to calcualte their commision on co...

Thnaks for the quick reply.

 

But my question is related to the collections of the sales reps and not the sales. we give commissions on the sale & on the collection.

 

Hope you have a solution for us.

 

I noticed than in the collections report we can add the rep column but it stays blank..

 

BR

QuickBooks Team

Re: Need a report to show collections of a given period by Rep to calcualte their commision on co...

I've tried to pull up the Collections Report, BoozeJo.

 

I was able to see the reps when I add the Rep column. The details that you can see on this report is based on the due dates you've selected. We'll need to make sure to set the correct dates. Click on Customize Report and go to Filters tab. Search and select the Due Date.

 

Additionally, the reps won't appear on the report if you haven't selected the rep while creating the transaction. Let's open one of the transactions. Under Rep field, select the correct rep before saving it.

 

 

Just leave a comment again if you need anything else.

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