Reports > Report Folders > Team Incentive Details

You can display a report that provides real-time visibility into your team’s payments and orders for a selected period.

Team Incentive Details Actions

1. Report & Hierarchy Period—Select the period and date to view. By default, the current period is selected

2. Organization Hierarchy—A hierarchical tree of all people in your team. Select the person whose report you want to view

3. Submit Inquiry—Send disputes or requests for information to your administrator or manager

4. Download Details—Download a team member’s report as a Microsoft Excel document

Team Incentive Details Screen

note: If you are downloading more than 40,000 items, the file will be available in the Downloads area (accessible using the button in the main menu).

Also, the Credit, Commission, and Bonus columns appear before the Payment column in the Excel download.

Team Incentive Details Report Sections

The Team Incentive Details report consists of the following sections:

1. Personal Information—Shows the name, along with other personal details such as the title, manager, currency, and more

2. Summary—Shows a summary of payments

3. Details—Shows payments for orders

4. Payment Details—Shows related information, such as processed orders, credits, commissions, and bonuses for a specific order, or details such as comments about a manual payment

Team Incentive Details Report

Columns

The following table describes the incentive details displayed:

	Field	Description
Personal Information	Name	The name of the person.
	Title	The title of the person.
	Salary	The salary of the person.
	Target Incentives	The target incentives of the person.
	Company	The company name for the person.
	Region	The region of the person.
	Manager	The person's manager.
	Currency	The compensation currency.
Summary	Total Pending	The total pending payment.
	Total Released	The total released payment.
Details	Status	The status of the order item payment, from among the following: • Pending—An order item has been processed, payments computed, and the order item is waiting to be released. • Released—An order item has been released for payment by the administrator
	Payment Type	The payment type, such as incentive or Manual Payment.
	Customer	The customer associated with the order item.
	Order Code	The sales order code.
	Order Item Code	The item associated with the order code.
	Item Amount	The item amount.
	Draw	The guaranteed incentive payments, calculated monthly.
	Draw Balance	The balance of draws accrued.
	Payment	The payment amount for the order item
	Payment FX Rate	The date that determines the commission-to-payment exchange rate.
	Product	The product associated with the order item.
	Geography	The geography associated with the order item.
	Incentive Date	The date the order item was processed.
	Person Name	The person associated with order item.
	Business Group	The business group with which the user is associated.
	Item Payment	The payment associated with the order item.
	Item Payment FX Rate	The exchange rate for item payment.

How to…

This section describes how to display and manage your team’s incentive details.

Display Team Incentive Details

1. Click the Reports tab, and then click Report Folders > Team Incentive Details in the secondary menu. The Team Incentive Details screen appears.

2. Choose a Period and Date from the drop-down lists.

3. Locate the person in the Organization Hierarchy.

Do the following:
• Click the  button or the  button next to a person to display the next level down in the hierarchy.
• Click the  button (in the gray hierarchical display) next to a person to close the corresponding level, thereby moving up the hierarchy.
• Click the  button to display one level up in the hierarchy.

Period, Date, and Person Selection

4. Select the person in the Organization Hierarchy. The Team Plan Summary report appears.

5. To find specific payments, type the search terms in the Find text box, and click the button. The search results appear.

6. To filter payments, select a radio button in the Filters section.

You can choose from among the following options:

• All
• Balance Recovery
• Draw
• Incentive
• Manual

7. To view details, click an entry in the list.

The entry expands to show related information such as processed orders, credits, commissions, and bonuses (organized as tabs), or details such as comments about a manual payment.

Click the Processed Orders, Credits, Commissions, or Bonuses tab to display the corresponding details.

Incentive Details

8. To sort a column, click the  button in the column heading. Then click the  and  buttons to sort the column ascending and descending respectively.

9. To collapse or expand the pane on the left side, click the  button or  the button respectively.

10. Use the page navigation buttons to navigate between the pages of results.

Find a Person in the Hierarchy

You can find a person in the organizational hierarchy.

1. Click the Find Person in Hierarchy button. The Select a Person dialog appears.
2. Select a person in the list, and click OK. The person is selected in the Organization Hierarchy pane, and the Team Plan Summary report is automatically displayed.

Find a Position in the Hierarchy

You can find a position in the organizational hierarchy.

1. Click the Find Position in Hierarchy button. The Select a Position dialog appears.
2. Select a position in the list, and click OK. The position is selected in the Organization Hierarchy pane, and the Team Plan Summary report is automatically displayed.

Submit an Inquiry

You can submit an inquiry to communicate disputes and requests for information with your manager or administrator.

1. Click the Submit Inquiry button. The Submit Inquiry dialog appears.

2. In the To field, click the Select Users button. The Select Users dialog appears. Select the appropriate users, and click the button.

3. In the Subject field, type the subject of the inquiry message.

4. In the Description field, type the body of the inquiry message.

5. Click the  button. The message will appear in the Messages area, accessible by clicking the  button in the main menu (top right of the screen).

When the recipient replies to your inquiry, the response similarly appears in the Messages area.

Download the Report as an Excel Document

You can download the incentive details as a Microsoft Excel document for offline viewing and analysis.

• Click the Download Details button on the Incentive Details main screen.
  Depending on your browser, a dialog might appear allowing you to specify where to save the file.