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Level 3

Sales Report by Salesperson

I thought this was an easy one, I have QB Premier 2019.  I need a "sales" per sales person for each week and I need to be able to pull this report at any time and have it be the same sales numbers.  But what I'm finding is a constantly changing report, sales shouldn't change unless a customer cancelled the order. 

 

What I am finding is, when the sales order is invoiced the sales is moved to that week.  So even if I put sales orders and invoices on the same week, the invoices are from some other weeks sales.  By the way,  I consider invoices as revenues so when I pay my sales people on what sales they generate I'm struggling at getting that number. 

 

Am I missing a step somehow, is there any way to get "sales" numbers on a report, even if it was invoiced another week or the same day?  Please help, thanks, Wendi 

Solved
Best answer 10-16-2019

Accepted Solutions
Moderator

Re: Sales Report by Salesperson

It's good to have you back, Wendi Jo.

 

You can export the report to Excel so you can calculate the total of each Sales Rep from there. This can be done by clicking Excel drop-down, selecting the Create New Spreadsheet, and then hitting the Export button.

Please refer to the screenshots:

 

 

In addition, I'm including this article you can read to learn more about importing or exporting MS Excel files in QuickBooks.

 

That should do it. Tag me directly for additional concerns. I'd be glad to help.

View solution in original post

Level 3

Re: Sales Report by Salesperson

Although I accept this solution as I had a feeling there was no way to have a report with a grand total, but I will say I have to laugh as I write the sentence.  Its hard to believe that a report can't have a total on it, it seems so outdated like I'm going back in time with Quickbooks, it is very frustrating.  But appreciate the work around and your help, thanks, Wendi 

View solution in original post

10 Comments
Level 15

Re: Sales Report by Salesperson

look at the basis of the report

cash basis - an invoice only shows when paid

accrual basis - invoice shows as of the invoice date, paid or unpaid

Level 3

Re: Sales Report by Salesperson

I don't understand what your trying to tell me, we are accrual, am I suppose to do something with your information?

Level 15

Re: Sales Report by Salesperson


@Wendi Jo wrote:

I don't understand what your trying to tell me, we are accrual, am I suppose to do something with your information?


bring up your report, scroll up to the customization and change the basis of the report to accrual, it might be set to cash as a default

Level 3

Re: Sales Report by Salesperson

Very cryptic message but for those wondering how to change the basis of a report and set the default: go to edit, preferences, reports and graphs and click on company preferences, then click on accrual or cash.

 

Mine is already set to accrual, now what should I try?  Just to make sure we are on the same page, I need a sales report by sales person of all sales during a given period whether the sales order has been invoiced or not, paid or not.  Any other thoughts that would help?

Moderator

Re: Sales Report by Salesperson

Welcome to the Community, Wendi Jo.

 

There are two types of accounting method you can choose when running reports in the program. You can either select Accrual or Cash basis depending on the information you need from QuickBooks.

 

Since you need to show the sales income regardless of whether your customers have paid or not, please select the Accrual method. For further guidance, I'm attaching the screenshot I recommend below:

 

 

 

Additionally, you can also try running the Sales by Rep Detail report and filter to include non-posting transactions.

 

Here are the steps:

 

  1. Click the Reports tab at the top menu bar.
  2. Select Sales.
  3. Select Sales by Rep Detail.
  4. Choose a date range.
  5. Select Accrual next to Report Basis.
  6. Click Customize Report.
  7. Go to the Filters tab.
  8. Below Filter, select Posting Status.
  9. Choose Either.
  10. Click OK.

Just in case, I'll be adding this article for future reference into how the Cash and Accrual Basis works:

 

Differentiate Cash and Accrual basis.

 

Reach out to me through the comment section below if you have any other issues or concerns about the sales reports. You can add more details, and I'll be right here to assist.

Level 3

Re: Sales Report by Salesperson

I am already accrual, I was using a different report as I needed a more precise report, this report did not have the accrual or cash as an option.  So I have started over with the Sales by Customer Detail, which works, but has every item on the report so not really well.  Then I tried the Sales by Customer Summary.  Once I added the posting status=non posting, then both reports work EXCEPT, I need either more or less information on it.  This is what I need on the report:

 

DATE,         SO #,   NAME,          SO TOTAL 

10/14/19  150150 Customer 1 $150.00

10/17/19  150159 Customer 2 $175.00

10/18/19  150165 Customer 1  $200.00

 Total for Sales Rep 1:  $525.00

 

Is there any way to do this on one of the reports?  Thanks, Wendi

Moderator

Re: Sales Report by Salesperson

It's nice to see you again, @Wendi Jo!

 

Let's pull up and customize your Transaction List by Date report so you can pull up all your weekly sales order transactions by a sales representative.

  1. Go to Reports.
  2. On the Search address, enter Transaction List by Date.
  3. Click Customize.
  4. Select This Week as your report period.
  5. Under Columns, select Rep.
  6. On the Filters, column, select Posting Status and Transaction Type.
  7. Select Non-posting as the posting status of your transaction.
  8. Choose Sales Order as the type of your transactions.
  9. Click OK.

Additionally, here's an article you can read to learn more about how you can customize your report: Customize Reports in QuickBooks Desktop.

 

Lastly, you can also save your report after customizing it. You can read this article so you'll be guided on how to do the task: Create, Access and Modify Memorized Reports.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

Level 3

Re: Sales Report by Salesperson

Hi, Jonpril:  This is almost what I need, thank you - any way for it to have a summary total?  Either total by each rep and then a grand total or I would take just a grand total?  Let me know, thanks, Wendi

Moderator

Re: Sales Report by Salesperson

It's good to have you back, Wendi Jo.

 

You can export the report to Excel so you can calculate the total of each Sales Rep from there. This can be done by clicking Excel drop-down, selecting the Create New Spreadsheet, and then hitting the Export button.

Please refer to the screenshots:

 

 

In addition, I'm including this article you can read to learn more about importing or exporting MS Excel files in QuickBooks.

 

That should do it. Tag me directly for additional concerns. I'd be glad to help.

View solution in original post

Level 3

Re: Sales Report by Salesperson

Although I accept this solution as I had a feeling there was no way to have a report with a grand total, but I will say I have to laugh as I write the sentence.  Its hard to believe that a report can't have a total on it, it seems so outdated like I'm going back in time with Quickbooks, it is very frustrating.  But appreciate the work around and your help, thanks, Wendi 

View solution in original post

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