How To: Running the Spiff Report (02-30)

Overview

This selection produces a report listing Delivered Sales (TW, DZ, SZ) for a specified date range. The report is sorted by salesperson and Spiff 1 and/or Spiff 2 earnings can be included for each item on a transaction. You can view the report on the screen, print it to paper or PDF, or save it as a spreadsheet file.

Special Notes

  • This report can only be printed on a laser printer or directly to a PDF file.
  • The ‘Export’ option allows you to open the file directly in Microsoft Excel.
  • You can sort a column by clicking on the Column Heading.
  • You can move a column by clicking on the Column Heading and dragging to the desired location.

Step-by-Step

Click image to enlarge.

  1. From the ‘Region’ drop-down list, select a region for the report. Select ‘All’ to include all regions.

  1. From the ‘Store’ drop-down list, select a store for the report. Select ‘All’ to include all stores.

  1. In the ‘From’ and ‘To’ fields, enter a date range for the report or select it from the calendar.

  1. From the ‘SlsPer’ drop-down list, select a salesperson for the report. Select ‘All’ to include all salespeople.

  1. From the ‘Brand’ drop-down list:
    1. Select a brand for the report.
    2. Select ‘All’ to include all brands.
    3. Select ‘I’ to include specific brands on the report. When the ‘Refresh’ button is clicked, a list of brands appears. Check the brands you want to include on the report and click ‘Done.’
    4. Select ‘E’ to exclude specific brands from the report. When the ‘Refresh’ button is clicked, a list of brands appears. Check the brands you want to exclude on the report and click ‘Done.’

  1. Check the ‘Spiff 1’ box to include Spiff 1 earnings on the report.

  1. Check the ‘Spiff 2’ box to include Spiff 2 earnings on the report.
    NOTE: The next two fields only apply to the report printout.

  1. Check the ‘Print Customer Address’ box to include the customer address on the printout. Uncheck the box to only include the customer number and customer name.

  1. Check the ‘New Page By Brand’ field and each brand will print on a new page. Uncheck the box and each brand will print directly after the previous brand.

  1. Click the ‘Refresh’ button.

  1. Transactions meeting the select criteria appear.

  1. Click the ‘Print’ button to print a paper copy of the report (optional). At the prompt, enter the ID of a physical printer, or enter “PDF” to save the report to a PDF file.
    IMPORTANT: The PDF is automatically saved to the ‘Transaction Processing’ directory set up in Company/PDF Export (30-04) and/or By Term Company/PDF Export (30-05). If a ‘Transaction Processing’ directory is not specified in one of these selections, complete that process before printing this report to PDF.

  1. Click ‘Export’ to open the report directly in Excel (and also save it to your computer).
    IMPORTANT: In order for the report to open directly in Excel (and be saved to your computer), the ‘Transaction Processing’ directory must be set up in Company/PDF Export (30-04) and/or By Term Company/PDF Export (30-05). If a ‘Transaction Processing’ directory is not specified in one of these selections, complete that process before exporting this report.
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