Triggered Orders Report:
This report captures all activity that meets the bonus criteria specified for the campaign.
The data in the report is dependent on the Bonus Payout Frequency settings:
For payout frequencies such as every 1 day, 3 days, 5 days, or 7 days, the data will be displayed at the end of the designated payout frequency. For example, if the frequency is set to 3 days, the report will show the data on the start of the 4th day at 00:00H.
For payout frequencies set as "At the end of the campaign," the data will be displayed once the campaign concludes. For instance, if the campaign ends on September 30, 2022, the data will appear in the report on October 1, 2022, at 00:00H.
Bonus Report:
Based on the orders listed in the Triggered Orders report, the CRM system calculates the corresponding bonus amount to be paid out to each recipient.
The Bonus Report displays these bonus amounts associated with each triggered order.
Bonus Payout Report:
Bonus payouts to the recipients are executed 24 hours after the bonus amounts have been calculated and reflected in the Bonus Report.
The Bonus Payout Report presents a record of the executed bonus payments, including their respective recipients. This report allows you to track the status of the bonus payout records.
There are 3 different types of reports:
Triggered Orders - This report displays all the activity that meets the bonus criteria and is eligible for bonus payout to the respective bonus recipients. It serves as a comprehensive overview of the qualified orders.
Bonus Reports - The Bonus Report provides detailed information on the bonus amount associated with each triggered order. It also specifies the respective bonus payout recipients. This report enables you to track the bonus amount allocated to each recipient accurately.
Bonus Payout Reports - The Bonus Payout Report provides a comprehensive record of all executed bonus payments to each recipient, including their respective status. In case of any failed bonus records, this report allows you to identify them easily. You can also use this report to retry the bonus payout for the failed records.
Brokers can navigate to the different reports via the side menu.
The data in the reports is organized and separated based on the different campaigns. To view the data for a particular campaign, click onto the "View" icon.
The data will be shown accordingly.
