Commissions report displays data on commission entities which include accounts, commissions, people, and crediting transactions (only available in reports built from the Territories data source).
Design a commissions report
In the chart designer, select Commissions Report from the right menu.
In the Chart Title field, type a unique name for the chart.
Note
If you don’t provide a name, the chart will populate a name.
Configure the following fields:
Columns
Select entities like assignments, people, roles, and territory that will display in columns on the table of the coverage report.
From the Entities menu on the left, search for dimensions and measures.
Drag and drop dimensions and measures to the Columns field.
Timeline (optional)
Period of time you want to view the data against.
From the Entities menu on the left, search for time based measures.
Drag and drop measures to the Timeline field.
Filters (optional)
Add criteria to customize the filters for the data:
From the Entities menu on the left, search for dimensions and measures.
Drag and drop dimensions and measures to the Filters field.
In the Operator field, select the condition to filter the data by.
In the Value field, add the value to filter the data by.
Click Plot.