How to create a Commission-to-pay report

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.

Commission-to-pay report

  1. Click on ‘DASHBOARD’ on the upper navigation bar and choose ‘REPORTS’
  2. Click ‘+REPORT TEMPLATE’ on the upper right corner of the page and choose Method: ‘Commission To Pay report’
  3. 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
  4. Click ’Save’
  5. Click ‘EXPORT FILE’ to generate the report and this pop-up will appear:
  6. Choose the date, time and invoice interval you want to show in the report and click ‘EXPORT’.

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