Advanced Reports: Agent Commission basis level (vary by date)

This report analyzes Agent progress on a graduated scale in this way:

1. Determine the commission plan of the Agent
2. Determine the Total used by commission plan for the graduated scale

But what if the commission plan uses multiple scales, for instance:

• Scale 1 for Jan thru June this year
• Scale 2 for July thru Dec this year

If the company uses this type of scale, user have to take an extra step to get the correct data onto the report

1. Go to Formulas
2. Go to Deduction rules
3. In the deduction types column, select the deduction that is used for calculating Company $
4. In the list of rules, you will find 2 different rules - one for each time period. Change the order as needed so that the calculation on the report has the lower order number.

To change the sort order sequence

1. Go to Formulas
2. Go to Deduction rules
3. In the deduction types column, select the deduction that is used for calculating
4. Click the rule that needs to change order number

4. Click applies to: tab
5. Change the sort order sequence
6. Click save

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