Sales reports - filter by rep

jason h. shared this question ago

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When we filter the sales screen (overview>sales) by sales rep, it gives us a chance to click on each month's sales to see the orders that make up those sales numbers. If we have a filter applied though, it doesnt seem to carry over to the next screen where it shows every lead/order, customer name, and sales amount. Instead, it shows all sales for that month for the whole company.

Not a big deal, just figured you should know. I assume the filter should carry-over...if we're drilling down into a certain month to see an itemized list of all sales for one rep, you'd assume you'd only get that rep's numbers when you do it

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Comments (1)

IO S. ● 6 years ago

Thanks. I've added it to our list to do.

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