Earlier this month, we updated the Payment application and Compensation Reporting to accurately represent CIP dollars on split commission orders.
We determined some additional changes were required on the INVOICE BY CUSTOMER and INVOICE BY MANUFACTURER reports to show overage commission dollars. We have corrected these reports so you should now being seeing that information.
We have deployed two new order reports for you to evaluate business associated with your contractors and specifiers.
Orders by Contractor and Orders by Specifier reports are now available in the Executive folder.
Based on feedback from the field, we have changed the current report structure to allow easier navigation through the reporting options …
New Reports are available!!
We have developed some new reports to help with agency management:
…and made some improvement to existing reports! …
The first Project-Quote report is now available and will allow you to report on agile Project and Quote activity. The addition of this type of report will provide you with the flexibility to filter your report results to see how many projects/quotes you have entered in addition to the phase, status and players that are involved in each project.
Based on agency feedback, we recently updated several reports to allow for filter of National Accounts business and Acuity value stream commissions, and created a new report to assist with commission reconciliation! …
You have to see it to believe it! With the click of a button, you can now generate ONE comprehensive report, complete with month and year to date comparisons over the prior year for Orders, Project Quotes, Quick Quotes. The new executive Briefing Book, located in the Executive folder of Reports contains a concise view of…