Custom Report Displayed Columns The following table describes the information displayed in the Custom Reports: Display a Custom Report Click the Reports tab, then click Report Folders > Custom in […]

Team Ranking Report Required Fields The following table describes the information displayed when managing team rankings: Display the Team Rankings Click Reports > Report Folders > Team Rankings. (Optional) Select […]

note: When you move from one report to another, the system automatically displays the report of the last searched position (when you remain in the Reports area).       […]

Team Incentive Statements Hierarchy Period—Select the period and date to view. By default, the current period is selected Organization Hierarchy—A hierarchical tree of all people in your team. Select the […]

Team Incentive Details Actions Hierarchy Period—Select the period and date to view. By default, the current period is selected Organization Hierarchy—A hierarchical tree of all people in your team. Select […]

You can use the Reports area to gain visibility into incentive compensation through standard and custom Xactly Incent Reports. important: If a Report covers the entire year, and report information […]

The Team Plan Summary provides you with real-time visibility into your team’s incentive compensation plans Hierarchy Period—Select the period and date to view. By default, the current period is selected […]

The Team Incentive Details report provides real-time visibility into your team’s payments and orders for a selected period. Hierarchy Period—Select the period and date to view. By default, the current […]

myTeam Incentive Statements The myTeam area provides managers and executives with visibility into individual and team performance. The myTeam area contains the sales reporting hierarchy, which you can use to […]

You can display a related order code or item code in Salesforce directly from the Incentive Details report. note: To use this feature, users need to access Incent through AppExchange. […]