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customer sales comparison report by salesrep

edited Jun 2, 2025 2:28PM in Ask A Guru 6 comments

Hi,

Is there a report or a way to create a report that would show sales totals by customer and filtered by salesrep? Something like this:

Boss would like it and then be able to schedule it to be emailed to them. If I bring up a customer dashboard I see a sales indicator comparing this fiscal year to last fiscal year but he doesn't want them to have to pull up each one of their customers.

Anything out there that would help? My searching here and in SuiteAnswers has gotten me nowhere.

Thanks

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