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G
Gambit
December 5, 2024
Question

Sales by Customer Summary

  • December 5, 2024
  • 1 reply
  • 0 views

I need a Sales by Customer Summary report that also list the Sales Rep as a column. I know we can filter by rep, but I want a report with all Sales Reps listed, or there be a blank if a Sales Rep was not assigned. 

1 reply

S
SashaMC
December 5, 2024

Hello Gambit,

 

Thank you for connecting with the QuickBooks Community! You would need to use the Sales by Customer Detail Report and use the filters to all Sales Rep. This can not be done using the Summary report. 

 

Let me know if you have any questions or concerns! I will be here to assist.

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