About this article
If you work with sales representative that are working for commission, this is the report to use to know the upcomming commissions.
- Click on ‘DASHBOARD’ on the upper navigation bar and choose ‘REPORTS’
- Click ‘+REPORT TEMPLATE’ on the upper right corner of the page and choose Method: ‘Commission To Pay report’
- Enter the following information:
- Status - Change the status to ‘Active’ (green color)
- Store - Choose which store, which to this report for
- Name - Write a name for the report
- Timeframe - Choose a default timeframe for the report
- Auto Generate - Choose whether to auto generate this report or not, if you choose to auto generate the report, a small box will appear where you can write email addresses that will receive the report automatically according to the timeframe previously chosen
- Limit - Choose a geographical limit for the report
- Format - Choose a format for the report
- Click ’Save’
- Click ‘EXPORT FILE’ to generate the report and this pop-up will appear:
- Choose the date, time and invoice interval you want to show in the report and click ‘EXPORT’.