Method Community

Alex emailed in asking the following:

Is there a way to create scheduled reports whereby I can filter by Rep?  For example, I would like a rep to be able see his/her reports such as:

Sales by Customer (whereby invoices are filtered by Rep)

Sales by Item (whereby invoices are filtered by Rep)

A/R Aging (whereby invoices are filtered by Rep)

I see many way to filter a Scheduled Report (by Account, Entity, Item, Class) but no way to filter by Rep? Can this be done? This would be incredibly valuable.

Thanks,

Alex

Hello Alex,

We wanted to get back to you regarding filtering in reports. There are indeed many ways to filter a scheduled report, including the three options you mentioned. In order to view, for example, a Sales by Customer report, for a specific Rep, (which is really a subgroup of your employees list), on step 8. Entity Type select Employee and in the drop-down below select the Rep that you wish to see the report for.

Hope this helps.

Regards,
Denis