Sales Rep Report

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Read the report selection overview

The Sales Rep report lists sales assigned with a sales rep ID. It can be subtotaled by sales rep IDs or customers. This report includes total sales subject to commission as well as sales not subject to a commission.

Options

Select the Options tab to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

  • Date: You have the choice of All, Range, Today, This Period, and the week, month, period, quarter, and year to date. If you select Range, you can enter a beginning and ending date.
  • Sort by: You can only sort by sales rep ID.
  • Summarize by: You can choose to summarize by customer, sales rep ID, or you can choose to print Detail instead of summary.
  • Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me more about the types of filter options.

Note: You can filter this report by customizable fields for customers.