Display Detailed Drill Down Information

You can display detailed drill-down information for several of the pods on the dashboard.

  • To display a detailed drill-down, click the screen-shot-2016-12-21-at-2-51-40-pmbutton (top-right of a pod) and choose View Table using the drop-down menu. The Detailed Drill Down dialog appears.

Screen Shot 2016-06-13 at 8.29.48 AM

Detailed Drill Down Dialog

  • Click Orders, Credits, Commissions, Bonuses, or Payments to switch between the respective sections.
  • Select an entry in the list to see related results.
  • To initiate a workflow, select an entry in the list, click the  Screen Shot 2016-06-13 at 8.41.06 AM button, and select the workflow using the drop-down menu. Complete the dialog that appears, and click Screen Shot 2016-06-13 at 8.41.14 AM the button.
  • Click the Screen Shot 2016-06-13 at 8.41.20 AM button to download the drill-down details for the section you are currently viewing (for example, Credits).
    Depending on your browser, a dialog might appear allowing you to specify where to save the file. Save the file to your local machine.

note: If the results span less than 500 records, a dialog appears allowing you to download and save the results directly. Otherwise, if the search returns 500 or more records, you can find the search results in the Downloads area. In either case, downloads always include all digits following the decimal point, independent of the configuration defined by your administrator for the user interface.

  • Use the page navigation buttons to navigate between the pages of results.
  • Click the  Screen Shot 2016-06-13 at 8.50.32 AM button to dismiss the Detailed Drill Down dialog.

 

Submit an Inquiry

You can submit an inquiry when viewing detailed drill-down information.

  1. Click the  Screen Shot 2016-06-13 at 9.30.07 AM button to submit an inquiry. The Submit Inquiry dialog appears.Screen Shot 2016-06-13 at 9.30.01 AM
                                                                 Submit an Inquiry Dialog
    Alternatively, you might see the Screen Shot 2016-06-13 at 9.30.16 AMbutton. In this case, click the button and choose Submit Inquiry in the drop-down menu that appears.
  2. In the To field, specify the recipients of the inquiry. Click the Select Users link to select one or more users from the list that appears.
  3. In the Subject field, modify the default text that appears, as appropriate.
  4. In the Description field, type a message describing your inquiry.
  5. Click the  Screen Shot 2016-06-13 at 9.34.03 AM button. Alternatively, click the  Screen Shot 2016-06-10 at 8.20.02 AM button to dismiss the dialog without submitting the inquiry.