Generate sales commissions report
Use the Sales Commissions report to generate a listing of the earned commissions detail table information. This report provides subtotals for each sort level and calculates the average commission rate for each subtotal as well as for the report total.
By default, generic filters are available to generate this report. You can use Advanced Filters to customize or expand your filter criteria. For more information on Advanced Filters, click here.
To Generate the Sales Commissions Report:
- Open the Sales Commissions (RPCOM) page.
- From the Selection box, select the information you want to view.
- In the Sort Order area, select from the options on how to sort the report.
- The Sort Order field is populated based on the type of report selected in the Selection field.
- In the Layout area, select the layout in which you want to view the report.
- The Layout field is populated based on the type of report selected in the Selection field.
- Select the Summary check box to obtain a high-level data report.
- In the Date Range area, specify the date range for the report to be generated.
- You can select the date in the From and To fields only if you select the Custom option in the Fill Dates area.
- The Date On field is populated based on the type of report selected in the Selection field.
- To include the entire time frame, leave the date fields blank.
- In the Fill Dates area, you can select from the predefined date ranges. Options include:
- Custom: Enables the From and To fields in the Date Range area.
- Calendar Year: Displays the Calendar Year field. You can select any predefined calendar year format from the drop-down list.
- GL Periods: Displays the GL Periods field. You can select any predefined GL period format from the drop-down list.
- In the Sort Range area, specify the sort range:
- The Sort On field is populated based on the type of report selected in the Selection field.
- The available sort ranges are:
- Single: Select this option to include only one item.
- Enables the From field. Do one of the following:
- Type the item reference in the From field.
- Click the lookup reference and select the sort item from the Lookup for From. Highlight the required sort item and click Select.
- Enables the From field. Do one of the following:
- Range: Select this option to include a range of items.
- Enables the From and To fields. Do one of the following:
- Type the first and last values of the range in the From and To fields.
- Click the lookup reference (if available) and select the sort item from the Lookup. Highlight the required sort item and click Select.
- Enables the From and To fields. Do one of the following:
- All: Select this to include all available items.
- Single: Select this option to include only one item.
- Click Run Report on the Toolbar to generate the report.
- Select Open Now to open the report in a new tab or select Notify when Complete to get a notification.
- You can open the downloaded report from the My Reports page.
Additional Notes:
- Total Commission Rate is calculated from the Total Sales Amount and Total Commission Amount.
- The Total Sales Amount calculation excludes records with a commission rate of 0%.