Creating Report in Rev.io 

  • Step 1 -  Log in to Rev.io
  • Step 2 -  Click on Reports > Report List 
  • Step 3 - Click on Shared Reports under Report Types 
  • Step 4 - Scroll to Accounting > Agent Revenue (1215)

         

  • Step 5 - Add the start date & end date of the month you want a report for. 
  • Step 6 - Press on Run Report 
  • Step 7 - Open Excel sheet > Enable Editing > Fix and organize 

           

  • Step 8 - Add the Month on the tab of the report at the bottom (i.e November

          

  • Step 9 - Save in Sharepoint Sales > Revenue Report as  ' Year Monthly Partner Revenue'.  (i.e 2019 Monthly Partner Revenue)

          

Channel Partner Monthly Revenue Report

  • Step 1 - Go into Sharepoint > Sales > Revenue Report. 
  • Step 2 - Click on the Excel named Channel Partner Monthly Revenue 

         

  • Step 3 -  Depending on the Year you will select the tab at the bottom or create a new tab for the New Year. 

        

  • Step 4 - Open in Sharepoint: Sales > Revenue Report as  ' Year Monthly Partner Revenue'. 

         

  • Step 5 -  Add the Partners from the 'Year Monthly Partner Revenue under the partner in the new report. (The partners with Agent ID's are Channel Partners)

         

  • Step 6 -  Add the recurring together if the agent/partner is on the report more than once to add to the Channel Partner Monthly Revenue under the month. 

        

  • Step 7 - Save the Excel in Sharepoint > Sales > Revenue Reports as 'Channel Partner Monthly Revenue'

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