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Sales Rep - Configuration - Reports


Reports Configuration

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You can access the main configuration screen by clicking, System Configuration, and on the bottom left: Lucid Path Extensions → Sales Representative Deluxe.


Report Defaults

  • Order Statuses: The Default Order statuses that make up the generated report for Sales Representative Commission Manager
  • Sales rep: The Sales Reps that will be accounted for in the report

  • Send Report: Toggles whether or not to send Email reports to the Site Administrator about Sales Representative performance
  • Email Template: Choose the Email template that is to be used for the Email report for Site Admin
  • Send Reports to: Choose who should receive the Email reports
  • Hour: Sets what time the Reports should go out at
  • Minute: Sets what minute in the hour the Reports should go out at
  • Frequency: How often the reports should go out


Get more information about the Sales Rep Commission Manager Extension for o®.

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