I’m trying to create a compensation recon report. We pay a small commission on our deals’ one-time fees.
I ultimately want a report that showcases only the successfully paid line-items that are one-time revenue. We use invoices and have payment links. I’ve tried a Deal/Line Items/Invoice/Payments custom report, but I’m struggling to figure out how to tie them together.
I can see that payment links have associated line items on them, and the payment links are then in turn associated to Deals.
Any help would be greatly appreciated!
Hey @DMacdonald2, welcome to our Community!
To create a report that shows only successfully paid one-time revenue, start by creating a custom report with the Deals object. Add line items, then include invoices linked to these deals. Next, incorporate payments and filters to show only those with successful statuses. Apply additional filters to display only one-time revenue. Customize the layout to include relevant details and save the report.
To our top experts, @TomM2 and @DanielSanchez do you have any recommendations for @DMacdonald2 matter?
Thank you,
Pam