Sales By Rep Within One Date Range, Applied To Invoices Within Different Date Range

I got your back, @TreeBoss. I'd be happy to guide you on how you can achieve the data you want to show in the report.

We can customize the Sales by Rep Detail report to display only the payments made from 02/01/2022 onwards. Please see the outlined steps below:

1. In your QuickBooks Desktop (QBDT) program, click the Reports tab.
2. Then, hover over the Sales dropdown and choose Sales by Rep Detail.
3. Click the report to open and select Customize Report button.
4. From the Display tab, set the Dates option to Custom and enter the date range you want.
5. Next, tick the radio button for Cash under the Report Basis field.
6. Then, in the Columns section, check the columns you need.
7. Once done, click OK. I've also added a screenshot below for your reference:

To get additional information in modifying your reports depending on your preferences, check out this article: Customize reports in QuickBooks Desktop. It also includes descriptions of the different tabs you may encounter when customizing your reports.

Also, saving your report customization to apply the same format and styles in the future is easy in QBDT. You simply need to memorize the report after the changes are made. 

Keep me posted if you have further questions about customizing your sales by rep report. It's my pleasure to assist you once more. Have a good one. 

@DivinaMercy_N  thanks for taking the time to respond. 

The report you detailed produces all payments for 02/01/2022 forward, but I need a report that organizes the data by 2 different date ranges. Lets call them Range A. and Range B.

Range A is the date range that I need sales reported, 

Range B is the date range that the invoice for those sales may have been created. 

for example:

I want to report sales between 03/01/2022 and 03/15/2022, but that report must exclude sales between 03/01/2022 and 03/15/2022 that are for invoices created prior to 02/01/2022.

The primary filter isolates all sales within date Range A 

The secondary filter eliminates sales that have an invoice date prior to date Range B

Hello, TreeBoss.  

Thank you for getting back to us. We are unable to set a report into two different dates. However, as a workaround, we can export the report by using excel. From there, we can customize the data how you want it to look.   

Here's how: 

1. In QuickBooks, go to the Reports menu. 
2. Click Sales dropdown and choose Sales by Rep Detail. 
3. Tap Create New Worksheet to create a new Excel workbook. 
4. If you want to update an existing workbook with the data in the open report, select Update Existing Worksheet. Select Browse and then find the workbook on your computer. Keep in mind, this overwrites the existing workbook.
5. (Optional) If you want to format the data a specific way, select Advanced.
6. When you’re ready to export, select OK. To open the report in Excel, you can also select Export.

For more details about exporting reports to excel, click this article: Export reports as Excel workbooks in QuickBooks Desktop. 

You can also customize the report by clicking the customize report on the upper left side. For more details, check out this article: Customize reports in QuickBooks Desktop.  

I’ll be here if you have any additional questions about your reports, or anything else. Just drop a comment below. Enjoy your day!

@AileneA  Thanks for the info on exporting to excel. 

We discovered a workaround within quickbooks, and were curious if it is possible to make the workaround more simple:

Question:

Can I make a custom field in Invoices that has the following formula: = 30 days before "Due Date" field?

The formula for the "Due Date" field is = 30 days after "Invoice Date" field.

I would assume it is possible to create a field with the opposite formula sourcing from the invoice "due date" as opposed to the "Invoice Date"

Workaround:

We bypassed the issue by creating a  date range filter for Due Date within the invoice. Due Date is a field that has an automatic formula that calculates 30 days past invoice date. 

By looking at a calendar and counting 30 day past our start date and end date we are able to use 2 different date ranges.