Commission matrix report

This report is used to audit the commission schemes you configure for your ACTIVE Net system.

Note: This report is enabled only if you have the Commission Tracking license and the Financial Reports: Commission Matrix Report permission on your profile.

Location

• Reports > Financial Reports > Commission Matrix

Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Report Definitions page, where you can select a previously saved report definition.

Filters

Select any or all of the following filters for this report:

System User

1. Click the System User link to pop-up the System User List page.

2. From the System User List page, select the system users.

3. Click Add All Selected. To remove the system users, you can select the system user in the list box then click Remove at the right side.

System User Profile

1. Click the System User Profile link to pop-up the Profile List page.

2. From the Profile List page, select the system user profiles.

3. Click Add All Selected. To remove the system user profiles, you can select the system user profile in the list box then click Remove at the right side.

Commission Scheme

1. Click the Commission Scheme link to pop-up the Commission Scheme List page.

2. From the Commission Scheme List page, select the commission schemes.

3. Click Add All Selected. To remove the commission schemes, you can select the commission scheme in the list box then click Remove at the right side.

Package

1. Click the Package link to pop-up the Package Search page and then enter some criteria to select the packages. The package search results will be displayed on the Select Package List page.

2. From the Select Package List page, select the packages.

3. Click Add All Selected. To remove the packages, you can select the package in the list box then click Remove at the right side.

Package Category

1. Click the Package Category link to pop-up the Package Category List page.

2. From the Package Category List page, select the package categories.

3. Click Add All Selected. To remove the package categories, you can select the package category in the list box then click Remove at the right side.

Activity

1. Click the Activity link to pop-up the Activity Search page and then enter some criteria to select the activities. The activity search results will be displayed on the Select Activity page.

2. From the Select Activity page, select the activities.

3. Click Add All Selected. To remove the activities, you can select the activity in the list box then click Remove at the right side.

Department

1. Click the Department link to pop-up the Department List page.

2. From the Department List page, select the departments.

3. Click Add All Selected. To remove the departments, you can select the department in the list box then click Remove at the right side.

Activity01 Category

1. Click the Activity Category link to pop-up the Activity Category List page.

2. From the Activity Category List page, select the activity categories.

3. Click Add All Selected. To remove the activity categories, you can select the activity category in the list box then click Remove at the right side.

Activity Other Category

1. Click the Activity Other Category link to pop-up the Activity Other Category List page.

2. From the Activity Other Category List page, select the activity other categories.

3. Click Add All Selected. To remove the activity other categories, you can select the activity other category in the list box then click Remove at the right side.

POS Product

1. Click the POS Product link to pop-up the POS Product Search page and then enter some search criteria to search the POS products. The POS products search results will be displayed on the Product List page.

2. From the Product List page, select the products.

3. Click Add All Selected. To remove the products, you can select the product in the list box then click Remove at the right side.

POS Product Department

1. Click the POS Product Department link to pop-up the Product Department List page.

2. From the Product Department List page, select the product departments.

3. Click Add All Selected. To remove the product departments, you can select the product department in the list box then click Remove at the right side.

POS Product Class

1. Click the POS Product Class link to pop-up the Product Class List page.

2. From the Product Class List page, select the product classes.

3. Click Add All Selected. To remove the product classes, you can select the product class in the list box then click Remove at the right side.

POS Product Subclass

1. Click the POS Product Subclass link to pop-up the Product Subclass List page.

2. From the Product Subclass List page, select the product subclasses.

3. Click Add All Selected. To remove the product subclasses, you can select the product subclass in the list box then click Remove at the right side.

System User Site

1. Click the System User Site link to pop-up the Site List page.

2. From the Site List page, select the sites.

3. Click Add All Selected. To remove the sites, you can select the site in the list box then click Remove at the right side.

Options

Summary Report

Select the Summary Report check box to get a summary report which lists system users and their associated commission schemes.

Sort by

Select the option from the Sort Options drop-down list to sort the commission matrix report:

• System User

• Commission Scheme

Output Type

Select the output type or format of the report from the Output Type drop-down list:

• Adobe Acrobat Reader

• HTML

• Microsoft Excel

Save Report Definition

1. Enter in the Report Title box the desired report title.

2. Click Save to save the report definition using the current report title entered. If the report title has been changed, the original report title will be replaced by the new one.

3. Click Save As to save another version of the report definition using a different report title.