Statements are static reports in PDF format that can be delivered to payees once the payouts are finalized. While these are optional, they are an ideal way to communicate payout details.
When statements are published, each payee receives a communication with a PDF document. The document format is fully customizable by the implementation team to keep all documents in compliance with your corporate branding.
APMe statements are created using Jasper iReports. If you’d like to learn more about using iReports, visit Jaspersoft.com.
Statements can be viewed in the Manager portal under the Statements menu.
Reports have a different role in APMe than statements. While statements are designed to return payout data for a single payee, reports are optimal for returning historical sales, process, and other high-level data that is useful for administrators, brokers, financial analysts and other non-payee entities. Another difference is the way reports are created. While statements are created during implementation and are static by design, reports can be configured either in Jasper iReports, on an ad hoc basis by the administrator as a QBQuery report.
Process Reports are stock reports that are run after the payout to display an overview of the payout results.
The image below shows a Process Report called Summary for Payout that is configured to run after the payout process. Note the Payout Type is set to CLIENT Payout, which is what we selected when we ran the payout process.
Also note the amount released for payment. This is the total commission payout for both Max and Deborah combined.
QB Query Reports
If the Process Reports do not display the information you need, you can create an ad hoc report using a QB Query. While SQL statements are the most efficient way to select data for the report, you can also use a drag-and-drop interface or a stored procedure. Queries can be created in the Manager portal under Reporting – QB Query Search.
Because QB Query Reports are not formatted using a reporting tool like statements and process reports are, the data is displayed in a simple table layout as shown in the image below. To extract the data to a CSV, PDF, or Excel format, select the Save link.