Set Up a Commission Report

- Choose a Date:

- Go to Day Options:
- Select Daily Reports:



- Type in the name of the new report.
- Select “No” on “Allow personal reports” so that everybody could see this report. If desired otherwise select “Yes”.


- You will be taken to this page:

- You may select the fields for the report, in this case “Amount Minimum” will do.

- Click on Add.
- This pop-up will appear:

- Enter the name of your calculated field.

- Select the “Field Format” “Number” or “Currency”.
- Select the fields which will be used for this report (in this case, since it’s a commission report I have selected “Amount Minimum”.
- Once the fields have been chosen;

- Click on these buttons for adjusting the commission rate. e.g.

- To correct one digit click on BACK.

- To clear the “Expression” box click on CLR.

- Once finished click Save.

- You will be taken back to this screen:
Notice, under calculated fields, your new calculated field should show.

- Click on the grey arrow to add the calculated field to the “Selected Fields”(shown above).
- Will show like this:

- After adding the fields needed and wanted on the report, click on Save.
