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Carol_at_GGM
Level 2

Creating a Custom Sales Report in QB Online

I need to create a yearly sales report that is reported for each rep by month. How do I accomplish this in QB Online?

1 Comment 1
Carol_at_GGM
Level 2

Creating a Custom Sales Report in QB Online

I should add that, currently I run the Sales by Customer Summary report 11 times each month (modified with a different rep each time), to gather this information. I'd like to run 1 report each month that shows that month's sales divided by rep. Bonus points if it can easily be modified to show the full year in the same manner.

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