Reports - FAQs

1. How can I configure and maintain access to reports?

• Access the Reports Module:
  • Open the left navigation menu.
  • Expand the Reports section and select All Reports.
  • Enter your security code when prompted.
• Manage Report Access:
  • Locate the report you wish to configure and click the Shield icon next to its name to open the Reports Security Grid.
  • In the Roles column, click the Plus (+) button to assign a new role or the X button to revoke access.
  • Select the desired role (e.g., Store Manager) to grant access; changes are saved automatically.

Related Article: How to Configure and Maintain Access to Reports 

2. How do I look up commissions using the available reports?

• Access the Reports Module:
  • Open the left navigation menu.
  • Expand the Reports section and select All Reports.
  • Enter your security code when prompted.
• Review Employee Sales Commission Breakdown Report:
  • Navigate to the Store tab and select Employee Sales Commission Breakdown.
  • Use the date filter to select the desired period.
  • Review sales entries, commission percentages, and earned amounts for each employee.
• Examine Employee Wages Overview Report:
  • In the Store tab, select Employee Wages Overview.
  • Set the date filter to the relevant period.
  • Analyze total sales, commissionable amounts, and commission splits among employees.
• Check Daily Report - Sales Details by Salesperson:
  • Search for Daily Report - Sales and select Daily Report - Sales Details by Salesperson.
  • Apply the date filter and run the report.
  • Review individual salesperson performance, including commissionable sales and earned commissions.

Related Article: How to Look Up Commissions Using the Available Reports 

3. How can I add a report to my favorites?

• Access the Reports Module:
  • Open the left navigation menu.
  • Expand the Reports section and select All Reports.
  • Enter your security code when prompted.
• Add a Report to Favorites:
  • Locate the desired report and click the Star icon next to its name to mark it as a favorite.
• Access Favorite Reports:
  • In the Reports menu, your favorite reports will appear for quick access.
• Add Favorites to the Action Strip:
  • You can also add favored reports to the Action Strip on your dashboard for even quicker access.
  • For more details on using the Action Strip, refer to the relevant article.

Related Article: How to Add a Report to Favourites