Team Incentive Details Actions

1. 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. Excel—Download the report as a Microsoft Excel document
4. Submit Inquiry—Send disputes and requests for information

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

1. Incentive Details Summary—Shows your name, along with other personal details such as your title, manager, currency, and more
2. Payments—Shows payments for your orders
3. Details—Shows processed orders, credits, commissions, and bonuses for a specific order
4. Totals—Shows the total pending and released payments

 

Team Incentive Details Report

All Columns

 

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. In the Hierarchy Period pane, choose period and date using the corresponding fields.                                                                                                                                                                                                          Organizational Hierarchy
3. (Optional) Search for a person by typing text in the Search box and selecting the appropriate person that appears.
4. (Optional) Select a person using the Organizational Hierarchy pane.
   Do the following:
   • Click the button to expand the hierarchy by a single level. Similarly, click the button to collapse the hierarchy to the corresponding level.
   • Select a person to display the corresponding report.
   • Click the Collapse All button to collapse the view to the root (top) of the hierarchy.
   • Click Full View to button to display the organizational hierarchy using the entire left pane. Similarly, click the Normal View button to shrink the organizational hierarchy down to the bottom of the left pane (default view).
5. To view details, click an entry in the list. The entry expands to show the processed orders, credits, commissions, and bonuses (organized as tabs).
   Click the Processed Orders, Credits, Commissions, or Bonuses tab to display the corresponding details.                                                                                                                                                                                                                     Incentive Details
6. To sort a column, click the button in the column heading. Then click the and buttons to sort the column ascending and descending respectively.
7. Use the page navigation buttons to navigate between the pages of results.

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