Sales by Sales Rep Summary Report

The Sales by Sales Rep Summary report lists the sales totals for each sales rep for the date range you choose. Sales reps appear under their managers in the sales hierarchy.

To view the Sales by Sales Rep Summary report:

Go to Reports > Sales > Sales by Sales Rep.

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.

To run this report on a cash basis, ask an administrator to set the Cash Basis Reporting preference. Accounting preferences are at Setup > Accounting > Accounting Preferences. The Cash Basis Reporting preference is on the General subtab in the General Ledger section. The Cash Basis Reporting preference applies to all standard reports that support cash basis reporting. When the box for this preference is checked, the report is on a cash basis rather than an accrual basis. If you do not use this preference, you can create a custom cash basis report. Enable the Cash Basis option on the More Options page of the Financial Report Builder. See Setting Up Cash Basis Reporting.

Related Topics

Navigating a Report
Setting Report Footer Options
Graphing a Report
Printing a Report
Emailing a Report
Scheduling a Report
Exporting a Report
Report Customization
Reporting Overview

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