The Volume History page, in Web Office, reports on the associate’s volume accumulation for a certain period. You can modify the data that appears on this report in Web Office Admin.
What We’ll Cover
- Finding the Page
- Adding Data to the Report
- Modifying the Default Commission Period
- Viewing the Report in Web Office
This page is found under the Orders tab in the default navigation. If it doesn’t, then you can add it using the Site Navigation page in Web Office Admin.
The Web Office relative URL:
Finding the Page
In Web Office Admin, navigate to: Advanced Settings > Volumes.
Adding Data to the Report
Click + ADD VOLUME to add a new row.
In the new row, click the Key dropdown and select a KPI that will create a column of data on the report.
Key values are pulled in from your compensation plan in Corporate Office.
Select the checkbox to make the column sortable in the Web Office.
Enter the Display Name that will display as the column name on the report.
If your plan has a Stage environment and you would like to publish to Stage, click the Stage checkbox and then PUBLISH.
Repeat the steps for each KPI.
You can delete data from the report by clicking the Trash icon.
When finished, click SAVE.
You can change the order of the columns by dragging and dropping the entry with the Dotted Box icon.
Modifying the Default Commission Period
The default commission period for the Volume History page is Monthly. If you would like to change this or add more periods, navigate to:
Advanced Settings > Settings.
To modify the Volume History report’s period:
- On the Settings page, scroll down and expand the VolumeHistoryReport section.
- Click the AllowPeriodTypeIDVolumeHistory dropdown and select either All, Weekly, or Monthly.
- Click SAVE.
Viewing the Report in Web Office
You can see your Volume History report in the Web Office Volume History page.