Inside Sales Performance Report

The Inside Sales Performance Report provides a quick overview of commissions payments made to inside sales users within a certain timeframe.

1. Navigate to the Payments page.

2. Select “Reports.”

3. Select “Inside Sales Performance Report” from the drop-down list.

4. The “Commissions Report” window will appear.

5. Select an “Output to:” field.

• Local Printer- the system printer dialog is used to select a printer.
• Print Preview- the report is shown in the print preview dialog box.
• PDF File- a file selection dialog box is used to select the name and location where a PDF copy of the print will be produced.
• Microsoft Excel- a file selection dialog is used to select the name and location where an Excel copy of the print will be produced.
• Send Message- the OASIS send message feature is activated for emailing a PDF copy of the print.
• Send Message (Excel)- the OASIS send message feature is activated for emailing an Excel copy of the print.

6. Enter a title for the report.

7. Enter a “Commissions” timeframe.

8. Define the parameters of the report.

• Summary Only- show a summary of the report.
• As: Sales/Quoter/CSR- select orders where the user is identified as the selected roles. Note: there must be at least one checkbox checked for the report to generate.
• User- select the inside sales User IDs to report on.

9. Select “Save Report.” To learn more about accessing a saved report, click here.

10. Select “Print."