Reports > Customize > Credit

Use this option to specify that credit values will be displayed as year-to-date values on the Home page, the Incentive Statement, and Team Incentive Statement reports.

When this option is set, monthly and quarterly credit amounts are displayed cumulatively for the year, rather than just for the monthly or quarterly period.

note: This page in not available after you fully transition to the new Incentive Statement. In this case, you can configure this setting in the Reports > Customize > Incentive Statement Templates area.

Screen

Customize Credit Screen

Required Fields

The following table describes the required information you need to specify when customizing credits:

FieldDescription
Show YTD Credit Specifies whether to show the year-to-date credit, from
among the following:
• Yes
• No

How to…

This section describes how to set the YTD credit.

Set the YTD Credit

To set YTD Credit to be shown on these pages, do the following:

1. Click Reports > Customize > Credit.

2. From the drop-down list, select Yes.

3. Click Save.