Apart from the Preset Report Templates available, you can configure your own reports.
First, what is the difference between the various report options under the Reports tab?
Partner Allocation – Generate reports that reflect the payable commission per partner after the product agreement split was applied.
Partner Production – Generate reports that reflect the revenue that was received per responsible partner on the commission statement.
Client Production – Generate reports that reflect the revenue that was received per client on the commission statement.
Provider Production – Generate reports that reflect the revenue that was received per provider on the commission statement.
Unlinked Items – Generate reports that reflect all unlinked products.
Client Detail – Generate holistic client data dumps, irrespective of their revenue earnings.
Here's how you can configure your own report under any one of the above-mentioned options:
Click on the Reports tab, and select the type of report from the dropdown
Select the date range of the report, by selecting one of the preset options or using Specific Dates or Date Ranges
Expanding the Configuration option, you will be able to choose from a variety of field options. Each of these fields represents a column in your report.
If I, for example, select the Partner Name, Provider, and Production Ex VAT configuration fields, my report will look as follows:
To select the columns needed in your report, simply click on the Configuration fields. As you click on each, they will appear in the Selected window to the right.
The order of the columns of your report is determined by the sequence of the fields in the Selected window. If you want to change the order, click on the field and then use the arrows on the right side to reposition the applicable field.
To de-select any field, click on the field and then click on the X button on the right side to reposition the applicable field.
Once you are happy with the Configuration fields selected, you can optionally expand the Options, Limit and Order, and Filters sections.
There are various selections you can use to customize the report and generate more specific data. Refer to the Info icon for a description of each option.
Once you have configured your report, and have optionally selected from the various options and filters, click on Download.
A green notification window will appear on the right-hand side of your screen, and the report should automatically download.
You can now save this, or any other report as a template.
While all configuration fields, options, and filters are consistent with how you want the report, click on the +Plus sign next to the Report Template dropdown.
In the new window:
Complete the Description of the report template,
Select whether you want to share this report template with other users in your office, or keep it private.
If you have multiple offices on Commspace, you can select to make the same report template available in selected offices or all.
To proceed, click on Save.
If you have any questions, require more specialized reports, or want to learn more about Comparative Reports, you are welcome to contact us.