Customer by Sales Rep Detail Report
The Customers by Sales Rep Detail report lists the leads, prospects, and customers with records created during the date or period range you select. Leads, prospects, and customers appear grouped by the sales rep they are assigned to.
To see the Customer by Sales Rep Detail:
Go to Customers > Customer Reports > Customers by Sales Rep > Detail.
A message appears indicating that your report is loading. The status bar in the footer of the report indicates the progress as your report loads. You can click Cancel Report next to the status bar to stop the report from loading.
This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.