Reports covered by this topic:
- Commission Statement
- Agency Commission Statement
- Sales Rep Commission Statement
Each report in Report Explorer will have a set of parameters, options available to the user to perform filtering, sorting, and layout control for the report. The parameters are chosen before the report is run to create the desired output. Following is a list of the standard parameters available on the reports.
The available parameters on any given report will vary based on what makes sense for the data contained in that report.
Report Format
options: PDF (Portable Document Format), XLS (Excel), MHTML (web archive format), TIFF (image)
description: Allows for the output of the report in various formats for different uses. PDF is an excellent format for electronic filing, e-mailing, and printing. Excel is the best choose for graphing, adding custom calculations, and formatting & manipulating the report data. TIFF is the native fax format and can be used for such or as a standard image format for graphics and online content.
Beginning Payment Date
The start date for the report based on the Payment Entry Date from the payments shown on the report. This option is available on reports based on the Payment Entry screen, such as the commission paid to the agency and commission paid to the sales rep reports.
Customer
Select the desired Customer from the drop-down selector's list. The resulting report will only show sales and commissions for this Customer.
Ending Payment Date
The end date for the report based on the Payment Date from the payment entries shown on the report. This option is available on reports based on Payment Entry information, such as the standard commissions paid to the agency and commissions paid to the sales rep reports. Reports that display month information will display the month of the ending date as the month in the corresponding column.
Principal
Select the desired Principal from the list. The resulting report will be filtered to only include information for the selected Principal.
question answered: Are my commissions up or down with this Principal? Which of my sales reps is doing the most business with this Principal?
Report Title
Enter a custom title for the report. The report title will appear at the top of the report, and provides a way for the user to annotate the report for clarity in what it references.
Sales Rep on Invoice
Select the desired sales rep from the list. The resulting report will be filtered to show information for only the selected sales rep, as shown by the sales rep assigned to the Invoice in the Invoice Entry screen. This option is available on reports that deal with commissions paid based on Payment Entry date and individual invoice assignment.
permissions: Only sales reps or territories visible to the User are available in the list.
question answered: Who gets credit for this sale, regardless of who is currently assigned to the customer (typically used in accounts where more than one rep shares responsibility)? Who did I pay the commissions to for this sales (historically accurate despite how many times the customer might have been reassigned to a different rep)?
Show Agency Split Commissions
Display the column that has the portion of the total commissions paid to, or retained by, the agency. The sum of agency split and sales rep split equals the total commissions on the sales dollars.
Show Customer Summary
Include the summary section that shows the breakdown for each customer and that customers related sales and commissions.
Show Invoice Details
In the Customer Summary section, this option will include each invoice paid during the report's selected date range.
Show Principal Summary
Include the summary section that is a breakdown of sales for each manufacturer in the report.
Show Sales Rep Split Commissions
Display the column containing the dollar amount of the sales rep's portion of the total commissions. This number is what is paid to the sales rep.
Show Sales Rep Summary
Display the summary section that contains a breakdown by individual sales rep/territory.
Show Total Commissions
Displays a column with the total amount of commission paid by the manufacturer for the sales shown.
Sort Details By
options: Invoice Date, Customer Name
Within the details section of the report, this parameter controls how the details are sorted. Selecting Invoice Date lists the items in chronological order. Selecting Customer Name lists the customers in alphabetical order.
Sub Total By
options: Month, Customer
Controls how the report groups and totals the report items. Selecting Month shows the details grouped by month with a total for each month. Selecting Customer shows the detals grouped per customer with that customer's total.
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