View and export commission reports

When to use it

Use this guide when you need to view and export commission reports.

Before you start

• Open Commissions from the module menu. Your account must have access to this screen and permission for the action you want to complete.

What this changes

Viewing or downloading this information does not itself change the source records.

Commission report information is downloaded for the selected scope.

Generating a commission run prepares eligible paid sales for review. Submission, approval and payroll release are later stages.

Steps

1. Choose the required period and select View report.
2. Check the totals by grade or category, sales executive, and role.
3. Use Export CSV for the report or Download full CSV export in a run when that is the required scope.
4. Review the exported period and totals before sharing the file.

Screenshot to add: Commissions: view and export commission reports. Capture filename: images/view-and-export-commission-reports.png.

Restrictions

A report and a generated run can show different scopes. Check filters, approved amounts, exceptions, and credit-note effects.

Related guides

• Module overview
• Generate a commission run
• Review commission claims and submit a run
• Approve question or reject commission lines
• Recover or cancel a commission run