The following bonus research tools are available in Freedom from Departments > Bonus > Reports:
Report menu in Bonus department
¶ Compensation Runs
¶ Reports > Compensation Runs
Drillable links to Unofficial and Official Compensation Runs. Detailed information provided for Qualifications, Bonus Ranks, and Bonus Types per Commission Run
¶ Payout Periods
¶ Reports > Payout Periods
Report displays Payout periods sorted by description, date created, amount, check number, and by name.
¶ Adjustments Research
¶ Reports > Adjustments > Adjustments Research
Report displays adjustments paid per payout period with each payout period sorted by name.
¶ Balance Forwards
¶ Reports > Adjustments > Balance Forwards
Report displays adjustments paid per payout period with each payout period sorted by name.
¶ Unpaid Adjustments
¶ Reports > Adjustments > Unpaid Adjustments
Report displays any unpaid adjustments, including balance forwards.
¶ Earnings by Minimum Amount
¶ Reports > Earnings > By Minimum Amount
Provides a list of Reps earning a minimum amount during a particular date range and filtered by state. Typically used for 1099 purposes.
¶ Entered Orders
¶ Reports > Orders > Entered Orders
Research entered orders placed in the Bonus Period prior to running bonus, as orders in Entered status will not be considered for bonus.
¶ Possible Orders Bonus Missed
¶ Reports > Orders > Possible Orders Bonus Missed
Report displays orders that may not have paid commissions but should have. This will generally list orders that have been manually manipulated (i.e., order date changed)
¶ Force Rank
¶ Reports > Ranks > Force Ranks
List of Reps whose rank has been forced using the force rank option. Bonus will be paid on the Forced Rank regardless of bonus rank calculated during the bonus process provided the Force Rank is higher.
¶ Earnings by Rank
¶ Reports > Ranks > Earnings By Rank
Report displays a breakdown of Earnings between dates grouped by Rank.
More details on the Commissions Reporting tools can be found here: Commissions Reporting.