Core Salesperson Reports

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ACE core salesperson reports provide a detailed overview of salesperson activity, commissions, and performance metrics.

Note
While Core Reports offer commonly requested data, they are not customizable beyond their existing functionality.

The table below lists the available salesperson reports, description, and how to run.

Report	Description	How to Run
Salesperson Summary	Provides a summary of all salesperson commissions.	Select date using calendar icon. Choose the Output format. Click run.
Salesperson Commission Detail	Offers a detailed report on a single salesperson’s commission. Report can pull only one salesperson at a time.	Select the date range. Select the user. Choose the Output format. Click run.

Report

Description

How to Run

Salesperson Summary

Provides a summary of all salesperson commissions.

Salesperson Commission Detail

Offers a detailed report on a single salesperson’s commission.

Report can pull only one salesperson at a time.

The table below lists the permissions needed to view and run the associated reports. Refer to Finding Permissions and Permission Roles in ACE for additional details.

Menu Location	Permission(s)
Salesperson → Salesperson Summary	REPORT_SQL_VIEW REPORTS_SALESPERSON_SUMMARY
Salesperson → Salesperson Commission Detail	REPORT_SQL_VIEW REPORTS_SALESPERSON_COMMISION_DETAIL

Menu Location

Permission(s)

Salesperson → Salesperson Summary

REPORT_SQL_VIEW

REPORTS_SALESPERSON_SUMMARY

Salesperson → Salesperson Commission Detail

REPORT_SQL_VIEW

REPORTS_SALESPERSON_COMMISION_DETAIL

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