New (System Reports General Commission Summary)

To create a new report, select New from the sub-menu on the left.  The Commission Summary Report screen will be displayed.

 

 

To generate a report, capture details as follows:

 

From Date

The date from which the commission summary must be displayed.

 

The completion of this field is mandatory.

To Date

The date to which commission summary must be displayed.

 

The completion of this field is mandatory.

Summary per Product

Click on the Radio Button to specify the generation of this report.

Summary per Distribution Channel

Click on the Radio Button to specify the generation of this report.

Summary per Agent

Click on the Radio Button to specify the generation of this report.

Detailed Summary

Click on the Radio Button to specify the generation of this report.

Administrator

Click on the drop-down list to select an Administrator.

 

The completion of this field is optional.

Administrator Branch

Click on the drop-down list to select an Administrator Branch.

 

The completion of this field is optional.

Country

Click on the drop-down list to select a Country.

Current values are:

BOTSWANA

KENYA

SOUTH AFRICA

ZAMBIA

 

The completion of this field is mandatory.

Email

Capture the email address to which the report must be sent.

 

The completion of this field is mandatory.

 

Once all of the data has been captured on the Commission Summary Report screen click GENERATE REPORT.

 

A message will confirm that the job has been submitted successfully:

 

Report job submitted successfully

 

 

An email confirming that the Report has completed will be sent to the email address captured.