This step-by-step guide will walk you through running a commissions report within Radio Workflow. This report will allow you to view commissions earned for a specific period and group them according to the account representative.
- Log in to your Radio Workflow account.
- To access Account Receivables, locate the menu on the left-hand side of the screen.
- Run your mouse over "Accounts Receivable" to expand the menu options.
- Under the expanded "Accounts Receivable" menu, click on "Commissions." (Labelled as Wallet for Account Reps)
You will now see filter options on the right-hand side, including account representative, payment date range, and format.
- Under "Account Rep," select the account representative for whom you want to generate the report.
- Choose the desired "Payment Date Range" by selecting the start and end dates for the report.
- Under "Format," choose "Rep Commissions Group by Rep" from the dropdown menu. This option groups the commissions earned by the account representative for the specified period.
- Once you have selected all the desired filter options, click on the "Run" button to generate the commissions report.
The report will display the following details:
- Payment ID
- Payment Date
- Payment Amount
- Commission for the Account Representative
The report will also provide a total summary for each account representative, including:
- Total Dollar Amount
- Rep Percentage
- Payment Timeline
- Net Rep Commission
If you have any questions or need assistance in running a commissions report in Radio Workflow, you can reach out for support by clicking on the orange support icon located on the right-hand side of the screen.
Updated 4 months ago