Earned Commissions

This Help File Page was last Modified on 03/30/2017

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Earned Commissions

This Help File Page was last Modified on 03/30/2017

This Earned Commissions Report provides a list of the Sales Commissions, Bonuses, the Value of the Commission Points that have been Earned during a specified Date Range for All or a specified set of (one or more) Salespersons or Technicians.

 

See the "Understanding the Earned Commissions report's calculations" section in the Commission Tracking System chapter for more information.

 

There are two ways to access the Earned Commissions Report dialog:

a)From the Backstage Menu System Select Reports and Choose Commissions, or

b)From the Quick Access Menu, Select Reports and Choose Commissions.

Then, Select the Earned Commissions option.

 

Earned Commissions Report tabs - There are two tabs on the Earned Commissions Report dialog.

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

 

HelpFilesEarnedCommissionsReportOptions

Earned Commissions Report - Options tab

 

Date Range - By default, a Date Range from a Month Ago to Today is presented.

(Re-)Enter the From and To Dates of the Earned Commissions that are to be reported using the Drop-Down Calendar/Date Entry field es provided.

For: - Click the appropriate button to indicate whether to report Earned Commissions for Salespersons or Technicians.

 

HelpFilesEarnedCommissionsReportOptionBySalesPersonOrTechnician

Earned Commissions - For: Salespersons or Technicians

 

Salespersons - Click the Salespersons button to report all Earned Commissions for the Date Range specified, for All (the default), or a Specific set of (one or more) Salespersons

oIf the Specific button is selected, Click the Search Icon in the Specific (Salespersons) and Choose a set of (one or more) Salespersons using the Select Salespersons dialog.

oCheck the Selected box for each of the desired Salesperson(s).

oClick the OK button to Choose those Salespersons and Close the Select Salespersons dialog.

 

HelpFilesEarnedCommissionsReportOptionBySalespersons

Earned Commissions Report - By Specific Salespersons

 

oThe Employee ID for each of the Selected Salespersons will be inserted in the Specific (Salespersons) field.

 

Technicians - Click the Technicians button to report all Earned Commissions for the Date Range specified, for All (the default), or a Specific set of (one or more) Technicians

oIf the Specific button is selected, Click the Search Icon in the Specific (Technicians) and Choose a set of (one or more) Technicians using the Select Technicians dialog.

oCheck the Selected box for each of the desired Technician(s).

oClick the OK button to Choose those Technicians and Close the Select Technicians dialog.

 

HelpFilesEarnedCommissionsReportOptionByTechnician

  Earned Commissions Report - By Specific Technicians

 

oThe Employee ID for each of the Selected Technicians will be inserted in the Specific (Technicians) field.

 

Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print this Earned Commissions Report.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

 

HelpFilesEarnedCommissionsReportPreview

Earned Commissions Report - Preview tab

 

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrow to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIcon the displayed Earned Commissions Report.

See Printing to a File for additional information ion how to save this report in several different file formats.

Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.