How To Generate Ad-Hoc Appraisal Report

Administrators can view reports for all salespeople or affiliates who are working with your company and registered in the system. This allows you to quickly monitor Commissions Due and Paid to these parties. To view reports on your salespeople/affiliates, follow the steps below:

1. Click on Reports at the top of the Dashboard to display the menu, and then on System Reports.

$€ValueLink' Appraisal ORDER STATISTICS Home Orders AVM v Reports v System Reports Report Builder \ccounts Admin apo Scheduled Reports Performance Analytics Search CLIENTS BY VOLUME Switch To Teams Workboard Create New Order v Today No orders were created during this time span Today Orders Summary Created Assigned Reviewed Completed Cancelled Activities No orders were created during this time span 0 0 0 0 0 65$

2. Click on Salesperson/Affiliate on the left side menu.

Order Reports
Scorecards
Vendor Reports
Client Reports
Staff Reports
Reviewer Reports
Salesperson Reports
Accounts Receivable
Accounts Payable
Revenue Reports
Profitability Reports
QuickBooks Reports
SYSTEM REPORTS
Salesperson Reports
Salesperson - Client List
Salesperson Commission Summary
Salesperson Commission Details

3. You can view reports by clicking on the names provided.

SYSTEM REPORTS
Salesperson Reports
Salesperson - Client Lis
Salesperson Commission Summary
Salesperson Commission Detail

Once the report is open, you can then Export or mark it as a favorite.

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