Solved

Sales Report that shows sales orders each individual rep has written for a fiscal year

Forum|Forum|8 years ago
August 2, 2017
5 replies
26 views

Hello,

Is there a way to run a sales report that shows how many sales orders each individual rep has written for a fiscal year? Not the total amount but the actual number of tickets written. Our sales staff is wanting to know how many tickets they have each written but we can't figure out how to acomplish this. Could you please give me a set of instructions on how to acomplish this task?

Thanks In Advance

(Title has been edited by moderator for clarity)

Best answer by

Hi DCrain,

What version of QuickBooks are you running? In my sample file on QuickBooks Desktop, I run a similar report by creating a Sales By Rep Detail report and then I change the filtering to show Non Posting transactions.

Customizing the report to show non-posting transactions is important because QuickBooks will only show transactions that have affected the balance and P&L accounts by default.

To create the report:

Go to the Reports menu at the top of the screen then choose Sales and then Sales Rep By Detail
Click Customize Report
Choose the Filters tab
In the Choose Filter area, choose Posting Status
Set the Posting Status to Non-Posting

Then press OK to display the report.

*If your reps are also on Estimates, they will be displayed as well. If this is the case, you may want to set the Transaction Type filter to show only sales orders.

Here are some screenshots that could show you what to expect:

A

Anonymous

Answer

Hi DCrain,

What version of QuickBooks are you running? In my sample file on QuickBooks Desktop, I run a similar report by creating a Sales By Rep Detail report and then I change the filtering to show Non Posting transactions.

Customizing the report to show non-posting transactions is important because QuickBooks will only show transactions that have affected the balance and P&L accounts by default.

To create the report:

Go to the Reports menu at the top of the screen then choose Sales and then Sales Rep By Detail
Click Customize Report
Choose the Filters tab
In the Choose Filter area, choose Posting Status
Set the Posting Status to Non-Posting

Then press OK to display the report.

*If your reps are also on Estimates, they will be displayed as well. If this is the case, you may want to set the Transaction Type filter to show only sales orders.

Here are some screenshots that could show you what to expect:

S

semifa

@-1 wrote:
Hi DCrain,

What version of QuickBooks are you running? In my sample file on QuickBooks Desktop, I run a similar report by creating a Sales By Rep Detail report and then I change the filtering to show Non Posting transactions.

Customizing the report to show non-posting transactions is important because QuickBooks will only show transactions that have affected the balance and P&L accounts by default.

To create the report:
Go to the Reports menu at the top of the screen then choose Sales and then Sales Rep By Detail
Click Customize Report
Choose the Filters tab
In the Choose Filter area, choose Posting Status
Set the Posting Status to Non-Posting
Then press OK to display the report.

*If your reps are also on Estimates, they will be displayed as well. If this is the case, you may want to set the Transaction Type filter to show only sales orders.

Here are some screenshots that could show you what to expect:

Thanks it's working for me. Perfectly.

P

peterjerry

yes for me too,

Yes for sure.

A

Anonymous

I highly appreciate the info like this! I currently working on improving my email marketing and sales activity. I've started using this soft recently https://voiptimecloud.com/inside-sales-software/ . It works great, when it comes to sales order reports!