{"id":2599,"date":"2021-08-17T14:09:21","date_gmt":"2021-08-17T14:09:21","guid":{"rendered":"https:\/\/www.onsightapp.com\/user-guide\/?p=2599"},"modified":"2026-05-09T23:00:15","modified_gmt":"2026-05-09T23:00:15","slug":"how-do-i-view-a-sales-report-by-account-owner","status":"publish","type":"post","link":"https:\/\/www.onsightapp.com\/user-guide\/how-do-i-view-a-sales-report-by-account-owner\/","title":{"rendered":"How do I view a sales report by account owner?"},"content":{"rendered":"<p>In Onsight customers can be allocated to specific sales reps. If you want to view a sales report by account owner, follow these steps: <\/p>\n<ul>\n<li>Log in to the Onsight web console at\u00a0<a href=\"https:\/\/sales.onsightapp.com\/\" target=\"_blank\" rel=\"noopener\">https:\/\/sales.onsightapp.com\/<\/a>.<\/li>\n<li>Click on &#8216;Reports&#8217; from the left-hand side menu.<\/li>\n<li>Click on &#8216;Customers&#8217; and then &#8216;Account owners&#8217; from the left-hand side menu.<\/li>\n<li>Click on the drop-down at the top of the screen to choose the time period for the report. The options are: &#8220;All time&#8221;, &#8220;Last year&#8221;, &#8220;Past 12 months&#8221;, &#8220;This year&#8221;, &#8220;Last month&#8221;, &#8220;Past 30 days&#8221;, &#8220;This month&#8221;, &#8220;Last week&#8221;, &#8220;This week&#8221;, &#8220;Yesterday&#8221;, &#8220;Today&#8221;. You can also choose a custom date range.<\/li>\n<li>You will be presented with a table showing the sales performance for each sales rep. <\/li>\n<li>Click on the \u2018Download XLS\u2019 icon at the top of the table to download the data to an Excel file.<\/li>\n<li>Click on the \u2018Download CSV\u2019 icon at the top of the table to download the data to a CSV file.<\/li>\n<\/ul>\n<p>The rules that are followed for this report are: <\/p>\n<ul>\n<li>If sales rep A creates an order for a customer owned by sales rep A, the sale will be included under sales rep A.\n<li>If sales rep A creates an order for a customer owned by sales rep B, the sale will be included under sales rep B.\n<li>If any sales rep creates an order for a customer owned by both sales rep A and sales rep B, the sale will be be included twice: under sales rep A and under sales rep B.\n<li>If a customer owned by sales rep A creates a self-order the sale will be included under sales rep A.\n<li>If a customer owned by sales rep B creates a self-order the sale will be included under sales rep B.\n<li>If a customer owned by both sales rep A and sales rep B creates a self-order the sale will be included twice: under sales rep A and under sales rep B.\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In Onsight customers can be allocated to specific sales reps. If you want to view a sales report by account owner, follow these steps: Log in to the Onsight web console at\u00a0https:\/\/sales.onsightapp.com\/. Click on &#8216;Reports&#8217; from the left-hand side menu.<span class=\"ellipsis\">&hellip;<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[],"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/2599"}],"collection":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/comments?post=2599"}],"version-history":[{"count":8,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/2599\/revisions"}],"predecessor-version":[{"id":4854,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/2599\/revisions\/4854"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=2599"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=2599"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=2599"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}