Adjustments are amounts added to or removed from a Rep's payout.
This report allows you to view the Adjustments that have not yet posted in Freedom (not yet paid to a Rep).
Navigation (From the Bonus Department): Reports → Adjustments → Unpaid Adjustments
¶ Report Parameters
- Adjustment Type: Select which type(s) of adjustments to include in the results.
- Currency Type: Select which currency type(s) to include in the results.
- Output Type: Select how the data should be returned (this can be displayed on the next page or put into an output file as specified).
Once all parameters have been set, select Generate Report.
If the Output Type is Report, the next page will display the results of the report sorted by Rep Name ascending. The report can be sorted by each column header by clicking on the column header.
¶ Column Headers
- Rep #
- Name
- Amount
- Bo adjustment date (BackOffice Adjustment Date)
- Bo adjustment (BackOffice Adjustment)
- Adjustment Type
Sample report:
If the Output Type is anything other than Report, the file will be generated and available for download on the same page (no new page appears). Check the bottom of the browser for the downloadable file.
Sample file (using the same data as the above sample):
