To help you review your MID performance over specific periods, you can generate a month-by-month comparison report. This report provides detailed insights into your MID activity, showing commission values for the selected timeframe. Follow these steps to run the report:
1. Navigate to Reports from the Main Menu.
2. Select MID Comparison report under Commission Reports.
3. Click on Setup and complete required fields (this step may already be done for you).
Lookup Table: Select your MIDs lookup tableLookup Field: Select the lookup table MID number fieldOpportunity Fields: Select the opportunity/residual field that contains the MID number.Click Save
4. Process the report.
5. Under Report Filters, select one of the following options:
MID performance VS Previous MonthMID performance Average Monthly Value YTD
6. Filter the results by increasing values, decreasing values, or both. Increasing values are marked in green, and decreasing values are marked in red.
7. Apply additional filters to display values for a specific Commission Recipient and a specific period.