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Reporting by Department

edited Jan 3, 2020 12:27AM in Search / Reporting 1 comment

Hi all, we are using the standard P&L reporting and adding the Department dimension. We have all our sales reps set up as members of the appropriate department, however when we run the report we are getting a bunch of sales as 'No Department'.

Does anyone know why this would be - I assume we don't have to assign each customer to a department as well, or do we? Or, do we need to select a department on every invoice? I thought that like locations, the department record would pull from the sales rep?

Any advice would be appreciated.

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