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When you need to reconcile results for a period, this report gives you rep-level totals plus an export you can share with payroll/finance.

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What you can do on this page

  • Review earned/pending/waiting/paid totals by rep for a period.
  • Filter by department and search reps to focus review.
  • Understand that totals are aggregated in org currency.
  • Customize columns and export for payroll review.
  • Spot outliers and drill into the dashboard for investigation.
  • Org currency: monetary totals in this report are shown in your organization’s currency for consistent comparison.
  • Quota attainment: quota attainment is only shown when the underlying attainment currency matches the org currency.
  • Drill-down links: clicking a rep opens that rep’s dashboard with a period query param (or period=all when “Show all periods” is selected).
  • How to verify: see How to verify the report matches what you expect below.
  • If it looks wrong: drill into a rep’s dashboard and spot-check the period and totals; use Commission Status to see whether deals are waiting on missing data.
Report by rep

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Access

  • Open Commission → Reports → By Rep.
  • URL: /{orgId}/commission/reports/by-sales-person
This page requires commission manage access.

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Filters

  • Period selector (including “Show all periods” when available)
  • Search reps (name/email/employee code)
  • Department filter

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Columns and exports

  • Use Customize columns to show/hide metrics.
  • Select rows to export only specific reps, or export the whole view.
    • You can export all columns or only the visible columns.

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Drill-down

Click a salesperson to open their Commission dashboard for the selected period.

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How to verify the report matches what you expect

  • Select a specific period (instead of “Show all periods”) for the cleanest review.
  • Spot-check one rep by clicking into their dashboard and confirming the period and totals align with what you expect.
  • If quota attainment is blank for a rep, confirm the report is being shown in the org currency (currency mismatches suppress attainment).

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Notes

  • Amounts in this report are shown in your organization’s currency.
  • If you choose “Show all periods”, drill-down opens the dashboard with period=all.

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Common issues

  • Report does not match the dashboard: confirm the same period, status filters, and whether the view is showing earned vs paid amounts.
  • A rep is missing: ensure they have an active assignment in the period and that you are not filtering them out.
  • Numbers look inconsistent across exports: re-run export after recalculation and spot-check one rep/deal for reconciliation.