Early access feature
This feature is currently available for early access. Contact your CSM for more information.
A short report that totals committed commissions by recipient from one commissions ledger, plus a deal-level list of the same entries. It builds on a dataset and a report, so start with those articles if you're new to Reporting (Beta).
Before you begin
Your commission plans have run, so the commissions ledger has entries.
You know how to build a dataset and a report. Refer to Build a dataset in Reporting (Beta) and Build and save a report in Reporting (Beta).
Set up the commissions dataset
From the top navigation bar, click Reports (BETA).
Click Add New > Report.
Under Start with what each row of your dataset should be, click Accounts.
On the Accounts card, click Add related data and select Commissions. The badge changes to Each row = 1 commission.
Click the Commissions card. Under Ledger · required, choose the ledger your compensation plans write to.
On the same card, add a filter: Adjustment status equals COMMITTED.
A commissions report reads one ledger at a time, because totals across ledgers would combine separate commission runs. Committed entries are final. Pending entries can still change, so leave them out of any report people rely on for what they earned.
Total commissions by recipient
Click Continue to report builder.
Drag Commission onto METRICS. It totals as a sum.
Drag Recipient onto VIEW BY.
Optional: Drag Pay date onto TIME PERIOD to limit the report to a date window, such as this fiscal year.
From REPORT TYPE, select Summary table, then click Run.
Each row is one recipient and the committed commission recorded for them in that ledger. This report shows commissions the ledger has already calculated. It doesn't forecast future commissions.
List the deals behind the total
From REPORT TYPE, select Detail rows.
Add Recipient, Opp name, Commissionable amount, Commission %, Commission, and Pay date.
Click Run.
Each row is one commission entry. A deal can appear on more than one row for the same person, because each entry is one component of a plan.
Check your numbers
For payout totals, the commissions ledger is the source of truth. If a total in the report doesn't match it, check these first:
The ledger you picked.
The Adjustment status filter.
The date window on TIME PERIOD, if you set one.