Report filtering by Sales Rep (V11.4)

The following reports have been modified to be pre-filtered by a sales rep if the user is defined as a rep:

  • Sales Rep Report

  • Customer Sales Goals Report

  • Monthly Sales Summary Report

  • Sales Report by customer

  • Sales Reports by product

  • Shipment Reports by customer



To grant access to your sales reps, go to the custom sale rep role, click on edit “Reports” then select the appropriate reports. When a rep runs those reports they will only see orders assigned to that rep.