Payee Quota Report

You can access the Quota Report by clicking the Quota Report link as depicted in the following figure:

Upon clicking this link, following prompt is displayed:

This prompt displays Payee ID, Plan ID, and Select Year parameters and Values field to display the corresponding parameter values. By default the Value fields of Payee ID, Plan ID, and Select Year are filled with the value “ALL”.

You can click the  (lookup) buttons adjacent to the Payee ID, Plan ID, and Select Year parameters to pick the required values. Upon clicking this button, the Lookup windows are displayed with all the available values.

The Search window for Payee ID displays the Payee ID, Payee Name, and Payee Job Category values. You can click on any of these values to select a payee.

The Search window for Plan ID displays the Plan ID, Payee ID, Plan ID, and Plan Start Date values. You can click on any of these values to select a period.

The Search window for Select Year displays the Fiscal Year values. You can click on any of these values to select a period.

You can also use the Search field to find a value present in the Search windows.

Click the  button. The search operation is performed using the entered Payee ID, Plan ID, and Select Year parameters and the report is generated. A sample report is displayed in the following diagram:

The header of the report displays Payee ID, Territory ID, Job Code, and Plan ID.

The contents of the report are the following:

The Pagination options enable you to navigate between various pages of the report. The Export options enable you to save the report contents locally. For more details, see pagination and Export Options sections.