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May 30, 2024
Question

Sales By Rep Report " No Sales Rep"

  • May 30, 2024
  • 1 reply
  • 0 views

After assigning a sales rep to a handful of Customers and Jobs I go to run the Sales Rep reports and "No Sales Rep" is the only thing displayed on the report not the sales rep I assigned to the job/customer. How is this fixed? 

1 reply

May 30, 2024

I'm happy to assist you in fixing your Sales by Rep report, @carpenterj277. Let me share more information about this.

 

Since the sales rep was assigned to customers and jobs, we'll now assign them to a specific transaction. Then, add the REP to show it to the default template.

 

Here's how to add the REP:

  1. Go to the Lists, then click Templates.
  2. Choose any form.
  3. Select Additional Customization.
  4. Check the box for REP.
  5. Hit OK.

 

To run the report, we'll need to add the REP to your template for it to show, as the templates are in default mode.

 

Here's how to add the REP:

  1. Go to the Lists, then click Templates.
  2. Choose any form.
  3. Select Additional Customization.
  4. Check the box for REP.
  5. Hit OK.

 

 

Moreover, I'd like to share this article to help you customize your reports in the future: Customize reports in QuickBooks Desktop.

 

I'll be here if you still have questions about your sales report. Have a great day, and take care.