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K
ktmwilson12
January 28, 2025
Question

Can you add paid date to Sales by Rep report?

  • January 28, 2025
  • 2 replies
  • 0 views

Hello - I am trying to add paid date to Sales by Rep Detail Report.  When I customize the report to add the paid date, it leaves that data blank in the report. Does anyone know how to get this data to show?

 

Thanks,

Katie

2 replies

S
SashaMC
January 28, 2025

Thank you for reaching out to the QuickBooks Community, Katie. I am happy to help. I just wanted to confirm if these were the steps you took to add the Payment Date.

 

  1. Navigate to the report, click "Customize Report," 
  2. Go to the "Columns" tab and select "Payment Date' from the available fields to include it in the report display.

 

This will allow you to see the date each sale was paid for each sales representative. Please let me know if you are still receiving the same issue. I am looking forward to your reply. 
 

K
ktmwilson12Author
January 28, 2025

Yes, but it does not bring back the data.  That field is empty on the report.

A
AbegailS_
January 28, 2025

Thanks for the confirmation @ktmwilson12.   I'd like to clarify why you are not seeing a paid date in the Sales by Rep report.

 

While we can add the Paid Date column to the Sales by Rep report, it does not automatically populate the data. As an alternative, you can run the Average Days to Pay report separately, which will provide you with the paid dates. Here’s how to do it:

 

  1. Click on Reports from the menu bar.
  2. Choose Customers & Receivables, then select Average Days to Pay.
  3. Go to The Filters tab, then on the Choose Filter field, pick Paid Through on the Filter drop-down.
  4. Select a date range on the drop-down list or on From and To, then OK.
  5. Filter the necessary details you want to include in the report.

 

For your reference, please see the screenshot below.

 

For additional reference, you can check this article on how to customize reports in QuickBooks Desktop.

 

In case you're working on the same reports on a daily, weekly, monthly, or quarterly basis, you can automate this task. For more details, please see this article: Set up and modify Scheduled Reports.

 

I'm here to help, so feel free to ask if you have more questions about running reports. Have a great day!

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