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Carol_at_GGM
November 28, 2023
Question

Creating a Custom Sales Report in QB Online

  • November 28, 2023
  • 1 reply
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I need to create a yearly sales report that is reported for each rep by month. How do I accomplish this in QB Online?

1 reply

C
Carol_at_GGMAuthor
November 28, 2023

I should add that, currently I run the Sales by Customer Summary report 11 times each month (modified with a different rep each time), to gather this information. I'd like to run 1 report each month that shows that month's sales divided by rep. Bonus points if it can easily be modified to show the full year in the same manner.

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