Commissions/Budget Report (Needs Column Customization Options)
I need the option to create a commissions report with options to customize columns, as I would with a contact report.
Currently, on the "commission" or "budget" reports, it does not allow me to add custom field options to identify who the lead setter was who sold the job and who the sales rep was that sold it. Additionally, the commissions report is lacking the back end calculation that the budget does as well.
We would like to streamline this process so that we can avoid human error.
Michael Jones
shared this idea
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Josh commented
I would like to add in the following options for customizing this report:
1. Date commission was PAID
2. Custom fields: We use generic logins for Reps but change their names in a field labeled "Assigned PM". I would like to be able to add this field so I can see the assigned Rep's name.
3. The Job # does not populate in the report. It only lists a '1' in the box.
4. Date range in which to pull data. I cannot currently choose dates and I'm pulling data I don't need and missing data I do need.
5. The 'category' limit of 50 records needs to go. I should be able to pull any and all data I need regardless unless I set the parameters for the limits. I cannot see how to check or change said category its filtering for.I miss the old budgets report because it already included this data and I was able to customize it to mostly what I needed. If we're going to be forced to use Profit Tracker, please make the reporting actually USEFUL.
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Katie Ward
commented
Would like to add the "Contact Type" column that is on contact reports to budget reports