--- title: How do I filter by Sales Rep in reports and lists? description: Here's how to use built-in filters to view activity by specific sales reps in ERP. --- [Skip to content](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-filter-by-sales-rep-in-reports-and-lists#main-content) English Show submenu for translations [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new?hsLang=en) ![white-logo-db.png\]](https://support.digitbridge.com/hs-fs/hubfs/white-logo-db.png?height=50&name=white-logo-db.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://support.digitbridge.com/digitbridgeclientknowledgebase/kb-tickets/new) - Go to digitbridge.com Go to digitbridge.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [DigitBridge Knowledge Base](https://support.digitbridge.com/digitbridgeclientknowledgebase?hsLang=en) 2. [Sales](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en) 3. [Sales Reps & Commission](https://support.digitbridge.com/digitbridgeclientknowledgebase/sales?hsLang=en#sales-reps-commission) # How do I filter by Sales Rep in reports and lists? ## Here's how to use built-in filters to view activity by specific sales reps in ERP. Filtering by Sales Rep allows you to isolate and analyze customer or order activity associated with a specific representative. This is useful for performance reviews, territory management, and targeted reporting. ***Note:** All of the following are in **ERP**.* --- ### Filter by Sales Rep in the Sales Order & Invoice Lists - Navigate to **Sales \> Sales Order Management** or **Invoice Processing**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Aug-07-2025-10-25-19-9531-PM.png?width=1236&height=876&name=image-png-Aug-07-2025-10-25-19-9531-PM.png) - On the next list screen, use the [instructions found in this guide](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-use-the-sort-and-filter-tools?hsLang=en) to get to **More Filters** so you can search (or sort!) by **Sales Rep**. - Click **Apply** to refresh the grid view. ***Note:** These instructions also apply to **Consignment S/Os** and **Invoices**.* --- ### Filter by Sales Rep in Sales Order Inquiry - Navigate to **Sales \> S/O Inquiry.** **![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Aug-07-2025-10-27-17-6004-PM.png?width=1923&height=414&name=image-png-Aug-07-2025-10-27-17-6004-PM.png)** - Set your **date range**. - Go to the **Sales Rep** tab. - **Search by Sales Rep** and click **Apply**. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Aug-07-2025-10-29-11-6003-PM.png?width=1713&height=353&name=image-png-Aug-07-2025-10-29-11-6003-PM.png) You will see all order data for that rep during your requested date range. Clicking **Apply** without selecting a sales rep will return a list with one row per rep. You can also select **more than one rep at a time** when performing your search. ***Tip:** While the **Sales Order Item Inquiry** (similar to this inquiry but more detailed) doesn't have a **Sales Rep** tab, you can still search by sales rep in **More Filters**.* --- ### Filter by Sales Rep in Invoice Inquiry - Navigate to **Accounts Receivable \> Invoice Inquiry.** **![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Aug-07-2025-10-35-10-6936-PM.png?width=1918&height=498&name=image-png-Aug-07-2025-10-35-10-6936-PM.png)** - Set your **date range**. - Go to the **Sales Rep** tab. - Click **More Filter** and search by **Sales Rep**. - Click **Apply**. **![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Aug-07-2025-10-37-36-3251-PM.png?width=1710&height=350&name=image-png-Aug-07-2025-10-37-36-3251-PM.png)** ***Note:** There is no **Sales Rep** option in the **Search by** dropdown. You will have to use **More Filters.*** You will see all sales data for that rep during your requested date range. Clicking **Apply** without selecting a sales rep will return a list with one row per rep. You can also select **more than one rep at a time** when performing your search. You also have the option of selecting the **State and Sales Rep** tab to see sales history by state and by sales rep. ![](https://support.digitbridge.com/hs-fs/hubfs/image-png-Aug-07-2025-10-40-03-8788-PM.png?width=1716&height=353&name=image-png-Aug-07-2025-10-40-03-8788-PM.png) ***Tip:** While the **Invoice Item Inquiry** (similar to this inquiry but more detailed) doesn't have a **Sales Rep** tab, you can still search by sales rep in **More Filters**.* --- ### Filter by Sales Rep in the Customer List *Coming soon!*    --- **Related guide:** [How do I create custom filters for sales reps?](https://support.digitbridge.com/digitbridgeclientknowledgebase/how-do-i-create-custom-filters-for-sales-reps?hsLang=en) - [Settings](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#main-content) - [ERP](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#erp) - [WMS](https://support.digitbridge.com/digitbridgeclientknowledgebase/settings?hsLang=en#wms) - 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