Set Up a Commission Report
- Choose your Venue:
- Choose a Date:
- Go to Day Options:
- Select Daily Reports:
- Go to New Report:
- This pop-up will appear:
- 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”.
- Click on Choose report.
- You will be taken to this page:
- You may select the fields for the report, in this case “Amount Minimum” will do.
- Calculated Fields
- 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.
