To set up your saved search:
- Go to the Reports drop down
- Go to Saved Searches
- Go to All Saved Searches
- Select New
- Click on the Transaction link
- Enter a title for your saved search
- Go to the Criteria tab
- Enter your filters, e.g
Date – to determine what date range to include results from
Type – the transaction type to base your search on, e.g. Sales Order, Invoice, etc
Main Line – set this to true in order to return the order or invoice total on your search
- Go to the Results tab
- Enter any defaults of how the search results should be sorted, e.g. by the Sales Rep name, date, etc
- Enter the fields to appear on your results, e.g.
Sales Rep – the name of the Sales Rep for the sale
Number – the transaction reference number, e.g. sales order number
Date – the date of the transaction
Name – the customer account name
Amount – the total transaction dollar value
Formula (Numeric) – use a formula if you want to add a calculation into the results. To have a standard commission percentage of the total sale value displayed, you would use {amount}/XX (percentage amount), entered under the Formula column
4. Click Save
You should see a saved search, providing information about the sales rep, transaction references, total value and a commission amount based on the percentage, if this has been added.