Perform the following procedure to preview the statements:
- Click the drop down list adjacent to Year field and select a year.
- Click the drop down list adjacent to Period field and select a period. This field displays the periods, depending on the year you have selected.
- Enter a payee name in the Payee Name field and click icon to select the required value from the Lookup
- The Payee ID field is auto populated with the Payee ID of the payee you have selected in the Payee Name
- Click the drop down list adjacent to Statement Template field and select a template.
- Click the
The Report is generated with the following details:
The header of the report displays Payee ID, Plan ID, Gross Payout Amt, Balance, Payee Name, Period, Draw/Adv Adjustment, Territory ID, Position, Cap Adjustment, Currency, Fiscal Year, Minimum Pay Adjustment, Other Adjustment, Adjustment To Payout, Recovery From Payout, and Net Payout Amt
| Column Name | Description |
| Txn | Displays the transaction ID. |
| Date | Displays the effective dates of the transaction. |
| Type | Displays the transaction type. |
| Group | Displays the transaction group. |
| Customer | Displays the customer name. |
| Policy ID | Displays the policy ID. |
| Product ID | Displays the product ID. |
| Sales Amount | Displays the total sales amount of the transaction. |
| Credit Amount | Displays the total credit amount of the transaction. |
| Comm Rate | Displays the rate of the commission. |
| Paid Amount | Displays the total amount paid. |