Anyone know how to run a report for a specific sales person and time frame?

I would like to be able to track what has been proposed or sold by a specific rep


We're glad to have you in the Community today, k.zulandt1972.

I'm here to share some information about Sales Rep reports in QuickBooks Online and how we can run one. 

The report you will use depends on how you've entered the Sales Rep/person in QuickBooks Online. There are different reports used if the rep was entered in the custom fields vs. class tracking feature to monitor their sales.

If you've used the custom fields, you can run and customize the Sales by Customer Detail report to show the information you need. Check out the steps I've laid out for you below:

  1. Choose Reports in the left navigation panel.
  2. Ensure that you're in the All section, then scroll down until you reach the Sales and Customers box.
  3. Pick Sales by Customer Detail.
  4. Enter the dates you need in the Report period fields, and select Sales Rep in the Group by drop-down. 
  5. Click Customize, then expand the Rows/Columns section, then tap Change columns
  6. Put a check mark in the Sales Rep and A/R Paid boxes.
  7. Open the Filter section.
  8. Select Invoices, Payments, and Sales Receipts in the Transaction Type drop-down field. 
  9. Click Run Report.

Meanwhile, if you've used class tracking to record the sales of your Sales persons, you can open the Sales by Class Detail report. This will divide all of your transactions in columns equal to each sales representatives. 

Here's how:

  1. Go to Reports in the left navigation panel.
  2. In the All section, scroll down until you reach the Sales and Customers box.
  3. Select Sales by Class Detail.
  4. Enter the dates you need in the Report period fields, then click Customize.
  5. Expand the Filter section, and pick Invoices, Payments and Sales Receipts in the Transaction Type drop-down. 
  6. Click Run Report

To provide additional insights about the options I've provided, feel free to go over into these articles (you can also bookmark them for future reference):

Don't hesitate to let me know if you have other concerns about QuickBooks Online. I'm here to help anytime. 

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