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.
Locating Core Salesperson Reports
Go to Reports → Salesperson
Select the Report from the sub-menu
Available Salesperson Reports
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. |
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Salesperson Commission Detail | Offers a detailed report on a single salesperson’s commission. Report can pull only one salesperson at a time. |
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Salesperson Report Permissions
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 |