Missing Report Info
I've added Sales Reps to most of my accounts. When pulling a canned report and adding the field for Reps, I get the column heading but no data (reps initials) in the column...can't figure out why...thank you!
70
11177
bM_W2GE-qqllvkab8P4pmk
04/16/09 7:39am PDT
Viewed by asker 04/21/09 1:36pm PDT
Viewed by asker 04/21/09 1:36pm PDT
This post is closed to new replies
2 Replies
savagejim
Questions asked: 0
Questions answered: 101
Points earned: 205
Questions answered: 101
Points earned: 205
Intuit Solution Provider
Intuit has teamed with a network of Intuit Solution Providers to deliver the personalized and professional services growing businesses need. Get help with finding the right solution, implementation, customization, integration, education, IT and accounting
Advanced Certified ProAdvisor
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient QuickBooks experts.
Certified ProAdvisor - ES
These ProAdvisors have successfully completed extended training, distinguishing themselves as highly proficient Enterprise Solutions experts
04/17/09 10:16am PDT
The solution
Not sure, are you sure that the Sales Reps have initials specified in the Sales Rep list? Does each customer have a sales rep assigned to it in the additional info tab on the customer record? If so, it should be appearing on the report.
04/21/09 1:34pm PDT
Latest post
Thanks Jim. The problem was my invoices did not have a box to list the sales rep. Once I added that and then choose the rep from the drop down, the reps appeared. I mistakenly thought if I assigned a rep when I created the customer, that the information would appear on the reporting.
