What report can I run to show sales by rep, then expenses that each rep incurred(whether it be fuel, repairs or labor) and then bottom line what that rep made after expenses.
That depends. Are you using classes, and do you have each rep set up as a class? Are you entering the class information when you enter transactions? Do you use separate income and expense sub accounts for reps? Do you enter a rep on every sales transaction?
The way you input the data will determine how you extract the data. If each sale and expense are designated to a class, you can modify the P & L to display columns for the classes and the income and revenue will be broken down by class (rep if that is what you use for classes).
The sales report by rep will give you sales by rep if you enter the rep on every sale, but it will not give you expenses by rep.
Thank you for your answer. We have switched over to classes. All sales are by rep, but all expenses are by jobs. So then we should assign each expense transaction a class which would be the rep. Is this right?
If you can associate an expense with a rep, that should work.
Is the rep unique to each job, or would you have revenues and expenses from more than one rep on the same job? The reason that I ask is that if you identify a unique link, you may be able to use a custom field to manipulate the data.
