Thursday, June 20, 2019

Count Customers per Sales Rep by State

To do this, please perform the steps below:

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Click Customer.
3. In the Results tab, add the following:

- Sales Rep > set Summary Type: Group
- State/Province > set Summary Type: Group
- Name > set Summary Type: Count

4. Enter a Search Title.
5. Click Save & Run.

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