Overview
The Sales By Representative Report shows what each rep sold, the margin on it, and whether hours billed matched hours worked. Filter by payment status to chase outstanding invoices rep by rep. You will find it in the Sales section of the Reports tab.
Setting up sales representatives
Work orders now carry a Sales Rep field that feeds this report. To make someone selectable as a rep:
Go to Settings, then Staff, and open the staff member.
Turn on the Sales Representative toggle.
Click Save and Close.
The person now appears in the customer's Sales Representative dropdown. Assign a rep on a customer and every future work order for that customer carries the rep automatically.
Assigning a rep on a single work order
For exceptions, you can assign a rep on an individual work order. This can be changed at any time before invoicing, but not after the work order has been invoiced.
What the report shows
Sales grouped by rep, covering both parts and service.
Margin on what each rep sold.
Labor delta: whether the hours billed matched the hours worked on that rep's jobs.
An option to show work orders not associated with a sales representative, so unassigned sales stay visible.
Filters
Date range.
Product type: parts, service, or both.
Invoice or payment status: use this to chase outstanding invoices rep by rep.
Locations: if you have access to multiple locations, you can include several at once.
Columns and exports
Pick your columns with the Column Selector; your choices persist for you and do not affect other users. Export to PDF or CSV as a Summary or an Expanded view. Exports respect the filters applied on screen and record them in the file.
Good to know
The report starts crediting invoices from the moment reps are assigned. Past invoices are not backdated to a rep, so expect the report to fill in from setup day forward.
Anyone who can open Reports can open this report.