Job Cost Recap Report by Sales Rep (MTD/YTD)

This report option will display data for completed jobs similar to that shown for the “Completed Jobs Recap” and the “Job Cost Recap by Sales Rep” reports.

 

The report will summarize sales, cost and margin by Sales Rep for the month-to-date and year-to-date. Note that all jobs without a Sales Rep assigned will be displayed first (without a rep). The date range filter will have no effect.

 

Job Cost/Invoice Recap Report (MTD/YTD by Sales Rep)