¶ Introduction
The Comp Report Builder allows you to create reports based on a selection of bonus qualifications and agents organized by columns. These reports can be viewed by Corporate Users in Back Office, by Representatives in Revolution, or as Widgets in Revolution. The report builder allows for the creation of useful reports that do not require a developer's assistance.
¶ Back Office
Reports are created in the Bonus Department. These reports have their information updated from a scheduled bonus run so the data is as current as possible. You can create a new report or seed the report from an existing report. Once satisfied with what the report entails, the report should be marked to Show On Menu (Back Office) so that you can see the report. The report will show under the Reports / Research menu in the Bonus Department. This does not make the report viewable in Revolution to a Representative.
- To create a new report or edit an existing report, go to Bonus Department > Reports > Report Builder/Research > Configure Reports. You can create a new empty report or seed the new report from an existing report. To add new columns, click into the columns box and click new.
¶ Column Configuration
Column Name is what will show as the header of the column for the report.
The Sort Order is the order in which the columns show on the report. The lower the number, the further to the left the column will be.
The footer option should only be used on columns where there needs to be a total shown for all of the line items, like a volume column.
The Width is the width of the column. The larger the number, the wider the column will be.
¶ Column Type
There are many different column types, but the most commonly used ones are noted here.
- Bonus Run Description - This is the name of the bonus run. This is needed if you are viewing multiple bonus runs.
- Rep Column - Most information about a Representative such as name, Rep number, email, phone number, sponsoring rep, and address can be found here.
- Rep's Attribute - Any Attributes the rep has.
- Rep's Qualification Agent - Qualification agents like QV volume, CV volume, Rank qualifications can be found here.
- RepsMisc Column - Any configured Rep Misc fields
¶ Create new report
There is a New link at the top of the list of current reports.
For the new report, fill in these items:
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Description, this will show as the name of the report in the back office menu or revolution, depending on where it is available.
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Seed From Existing, if there is a similar report where only minor changes are needed, you can seed from that report and then make changes.
If you do change the Seed From Existing to something other than NONE, then the other options will disappear as it will use the configuration of that seed report.
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Configuration, this should be the comp plan that has the agents that will be used in the report. If the agents are new, then use the new comp plan version that has the new agents.
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Target, it is safe to keep this as Rep per Bonus Run, but there are other options.
Then click on Save.
¶ Availability
These reports can be seen in the Back Office, Revolution Contact Cards, and Revolution (commissions menu) or as a Revolution widget.
The link below will walk you through the options and the steps to make the reports visible in Revolution.
Related article: Revolution Compensation Report Widget