Configuring the Web Office Commissions History Report

Admin: Web Office Admin,
Page: Web Office Configuration > Commissions & Pay History
Permission: Commissions

In the Web Office, Associates can view a breakdown report of their paid commissions and bonuses on the Commissions page.

Commissions page

Web Office URL: [CLIENTID]

You can customize this page in The Web Office Admin to show/hide the weekly bonus breakdown reports and filter the displayed columns.

Enabling/Disabling Period Tabs

  1. Under Period Selector, locate the checkboxes for each Weekly and Monthly.

  2. Check each box to enable the Weekly and Monthly filters tabs in the Web Office Commissions page left sidebar. These filters change the period of the displayed data.

    Weekly and Monthly checkboxes
    Weekly and Monthly tabs

Customizing Commissions Report Bonuses

Bonus Reports section

In the Bonus Reports section, you can add or delete bonus types from the Web Office Commissions page Commissions report.

  1. Drag and drop each bonus to change the order that the data appears in the report.

    Drag and drop
  2. Click the arrow next to the bonus name to expand the bonus configuration.

  3. In each bonus configuration, for the column names that will appear in the report:

    • Toggle on/off

    • Change the Display Name

    • Drag and drop the order.

    Bonus configuration
  4. to edit/delete a bonus, click the icon.

    Edit button

    The Edit Bonus Report pop-up window opens where you can change the Bonus Display Name.

    Edit Bonus Report pop-up
  5. Click the icon to delete.

Adding Bonuses

You define bonus names in your compensation plan. If you’ve added more bonuses to your compensation plan, you can add them to the report.

  You’ll need the Bonus ID. The Bonus ID is the name defined with the Rule Bonus attribute in your compensation plan. Read more about Creating Rules.
  1. Under the Bonus Reports section, click the + ADD BONUS button.

    Add Bonus button

    The Add Bonus Report pop-up window opens.

    Add Bonus Report pop-up
  2. In the pop-up, enter your Bonus ID.

  3. Enter the Bonus Display Name that will show in the Web Office Commissions report.

  4. Click SAVE.

    Your bonus is added to the Bonus Reports List.

  5. Click the arrow next to your bonus to expand the configuration.

    Bonus configuration

    You can toggle on/off, change the Display Name, and drag and drop the order of the column names that will appear in the report.

  6. Click SAVE.

    Save button
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