Sales by sales rep

Use the Sales by sales rep report to compare sales orders assigned to each sales representative. The report defaults to the previous rolling year.

Run the report

1. Open Menu > Reports. In Search by report or description, enter the report name and press Enter.
2. Select Sales by sales rep.
3. Select Change date range to choose the period.
4. Filter by Sales rep, Customer, Sales channel, Transaction amount, Status, or Transaction type, as applicable.
5. Review the sales order total for each sales representative.
6. To download the results, select Export as Excel (.xlsx). To create a PDF, select More actions > Export as PDF.

This report totals sales orders. It does not subtract return authorizations.