I’m looking at a Sales by Team Summary Report. We...
# general
j
I’m looking at a Sales by Team Summary Report. We just moved someone under a different supervisor, but in the report she shows in the old one. Do transaction keep some sort of record of who was the sales rep’s supervisor at the time the transaction was created?
m
I think reports are able to retain the sales person at the time the transaction was created whereas saved searches pull the data at current point in time
j
The sales rep is fine, it’s the supervisor that seems to not be accurate.