Reports
Managing the reports page
The Reports page showcases a block layout that you can customize according to your preferences. 1. Adjust the order of individual reports by dragging them using the triple bar and placing them where you desire. 2. Move individual reports to different ...
How to send the report now
Whether you have the report email schedule set to ON or OFF, there is an option to send the report now Go to: Settings > Report Scheduling > Actions > Send Now Email will be sent to the Report Recipient
Background processing and reports download history
Report Builder reports with over 1000 records necessitate downloading. Upon clicking the 'Download Excel' button, background processing will occur. Once the download is complete, the system will send a notification email containing the link to this ...
How to change the order of report builder reports on the dashboard
Go to 'Reports' > 'Report Builder Reports'. All additions can be found here. Edit and toggle on or off the necessary features as required. Note: This only affects the 'Shown on Dashboard' reports.
How to add year-on-year reports to the dashboard
Go to the 'Dashboard', click 'Add Report' then select the 'Year-on-Year' reports and click 'Save'.
How to set up dashboard graphs
Go to 'Reports' > 'Dashboard Report List'. Select the reports and click 'Assign Users'. Select who will have access to the reports and click 'Add'. Note: The reports will not show on the dashboard until they are added from the dashboard page. On the ...
How to edit dashboard graph colors
Dashboard graph colors separate the different commission plans and make distinguishing what data is represented within the graph easier. Go to 'Settings' > 'General' > 'Dashboard Colors'. Set the number of colors to display on the dashboard report. ...
How to set up a report schedule
Set up a schedule to automatically send reports to your email address. Go to 'Settings' > 'Report Scheduling' and click on 'Add New Email Schedule'. Fill in the necessary fields and click 'Save'.
How to add report builder reports to the dashboard
Go to your reports menu and select or create the report you want to view on your dashboard. Edit the fields where required. Under 'Set Access Rights & Save', check the 'Show on Dashboard' box.
What kinds of reports will I get with Commissionly?
Every individual gets their own dashboard with their commission data displayed on it. They also have the ability to see a report based on them as a payee or based on different commission plans. We also provide the ability for you to have a customised ...
Can I email commission data to my sales reps from within Commissionly?
Yes, you can send scheduled reports to them by email so that they can see their commission data.
How to create a custom report
Go to 'Reports' and select 'Create New Report'. Select the module and sub-module, fields, set the mode of fields and access rights. Click on 'Confirm Submit'.
How to create a commission report
Go to 'Reports' and select 'Commission by Plan'. Select the commission plan. Select 'Report by' and 'Target Users' to view the report.