The Sales by Customer by Sales Rep report shows the total sales for each sales rep for a specified period of time.

Step     Action

  1.      Select {Reports} and then select {Sales by Sales Rep} under the 

             Sales section. A Generate Report modal will open.

  2.      Complete the fields.

Sales Rep Type
Select Customer or Order from the drop-down.
This pulls information based on the sales rep set on the customer or on the order.

Sales Rep
Select a Sales Rep option from the drop-down.
Start Date
Select a Start Date using the calendar.
End Date
Select an End Date using the calendar.


  3.      Select {Generate}.

           Note: You may need to confirm the file to be opened/saved before 

           proceeding, depending on your web browser. The file will open or be saved 

           to your computer depending on your web browser.

Report columns include:

  • Sales Rep
  • Subtotal
  • Shipping
  • Postage
  • Tax
  • Total