How to generate quarterly report?

Hey guys,

I'm trying to generate a list of my quarterly report to pay my tax AND I want it to list it by sales agent so I can also pay my sales reps their commission at the same time

So I need it to list the
- Invoice #
- Customer Name
- Amounts (Order cost, taxes, shipping cost, any additional charges)
The amounts don't have to be detailed just the totals

Is there any easy way of generating this list, I don't necessarily need it to do the calculation of the commission (I can do it myself, but hell if it's easy to integrate I'm always open)

What would be the best approach?
 

  • mdiah said:
    I'm trying to generate a list of my quarterly report to pay my tax AND I want it to list it by sales agent so I can also pay my sales reps their commission at the same time

    I am going to assume you mean sales tax reporting on a quarterly basis.  The reports required for sales tax reporting and commissions for sales reps are different, so I would not attempt to combine them.

    For sales on your sales tax remittance, you need the income statement to show the total revenue for the period on the Reports, Financials menu.  I also print the balance sheet for the end of the period and the general ledger report for the sales tax accounts before I post the remittance.

    For sales rep sales, assuming you are using the Salesperson field on the invoices, you need the Sales By Salesperson report on the Reports, Receivables menu.  This report will not record any revenue when you do not record a sales person or if you record revenue in a different module than sales, so it is not useful for the sales tax record of total revenue for the period.

    To do them both on the same report would require custom reporting outside the program.  The general ledger report will show you the information you requested above but will not show you the sales person unless you post each sales persons sales to a different sales general ledger account (which some people do but most will not).

  • in reply to Richard S. Ridings
    Thank you Richard for your response it's highly appreciated!

    Sorry for the mix up my partner the way he does it is he does both reports at the same time and he goes and manually enters each invoice HIMSELF!?!? which I told him is crazy because you increase your margin of error by re-typing each number

    So I did exactly as you said Sales by Person and the report came up it was showing my all the Sales my reps did by item sold so I played around because I didn't think that was practical to show by item, I was able to change it to show sales by company which is slightly better but I wanted to know if I can throw in all the invoice numbers with the company names the rep did in that report?
  • in reply to mdiah

     I want the Report to come out looking like something like this

  • in reply to mdiah
    It is possible to dump the sales by salesperson report to Excel, then use the GoTo Blanks options of Excel to copy down the customer name to all the invoices that are applicable. You can do the same thing with the sales rep's name. Then do a sort.

    When you get the steps down properly it takes about 2 minutes to put a sales rep on each line, a customer name on the applicable line, sort and do subtotals. However, it still does not show sales taxes as this report does not include them, nor does it show the shipping and when it was paid.

    These requirements would have to be done as a custom report.