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Rapid Reports

In Varicent Incentives, you can use Rapid Reports to quickly create and share high-level reports.

To create a report, you map columns from a data source to each section of the report. To share a report, you must map the minimum required attributes. You can also add your own, optional attributes to each section.

There are standard report types available, along with a customizable template to suit your specific needs. For more detailed information about the various report types, refer to: Report types.

Report types

The Rapid Reports library contains report templates that you can use to quickly create and share high-level reports.

Rapid Reports Library

The report library contains two types of reports: structured and open. Structured reports display specific types of data and require specific data sources. Open reports offer more flexibility in what data is displayed. The current report library is:

  • Structured reports: Compensation Summary, Performance Summary

  • Open reports: Template

Compensation Statement

Compensation Statement is a two-page report. It displays the following information:

  • Payee details

  • Total payout and breakdown

  • Detailed earnings break down by transaction and component

There are four mapping sections in this report.

The Payee details section populates a header. It requires the following attributes:

  • PayeeID

  • Name

  • Title

The Compensation plan summary section populates a payout equation. It requires the following attributes:

  • PayeeID

  • Title (of the compensation plan)

  • PeriodPayout

The Component details section populates a pie chart and payout breakdown. It requires the following attributes:

  • PayeeID

  • ComponentID

  • Name

  • PeriodWeight

The Transactions details section populates a detailed transaction report. It requires the following attributes:

  • PayeeID

  • ComponentID

  • Credit

  • TransactionID

Performance Summary

Performance Summary is a one-page report. It displays the following information:

  • Payee quota and performance

  • Target goals

  • Performance forecast

There are three mapping sections in this report.

The Header items section populates a summary in the header. It requires the following attributes:

  • PayeeID

The Target goals section populates a ticker chart. It requires the following attributes:

  • PayeeID

  • TimePeriod

The Forecast versus actual versus target section populates a forecast graph. It requires the following attributes:

  • PayeeID

  • Actual

  • Target

  • TimePeriod

Template

Templates are one-page reports. They display the following information:

  • Any data that you want represented in up to three cards.

  • A bar chart breakdown of any data with a drill-down link to details.

  • A details table that is filterable on an attribute of your choice.

There are three mapping sections in this report.

The Header items section populates a summary in the header. It requires the following attributes:

  • PayeeID

  • Any other attributes that you want to show in the header.

The First, second and third card section populates up to three cards at the top of the report. It requires the following information:

  • PayeeID

  • Any other attributes that you want to show in the cards.

The Table or chart source populates the bar graph. It requires the following attributes:

  • PayeeID

  • Name (x-axis)

  • Period total (y-axis)

  • RowID (identifies the record that contains fields for the x and y-axis)

Data sources

Each structured report requires a set of data sources that map to tables or calculations in your model.

If you do not have tables or calculations similar to the data types specified in a Rapid Report, you must create them in Composer before you can successfully populate a Rapid Report.

You can use these types of objects as data sources in a Rapid Report:

  • Tables

  • Calculations

  • Data stores

Important

Data sources built with more than eight sources cannot be used in Rapid Reports.

To learn how to add data objects, see the related topics in the User Guide.

Tables
Calculations
Data stores
Calendars
Restrictions

Creating a Rapid Report

Quickly create a high-level report.

To create a report, you map columns from a data source to each section of the report. Before you map data sources, it is a good idea to look at each data source and make a note of which columns from your model you need. For example, in the Compensation Statement report, you need a Compensation Plan Summary data source, but in your model, the same type of data source might be called Payouts instead.

Note

For calculations with a time partition, the calendar that is used by the time partition must be the same as the calendar selected for the report.

  1. From the Reports module, click Create, and select Rapid Report.

  2. Choose a report type and click Create.

    Note

    If you don't see the report type selection window, click Create a new report in the sidebar.

  3. Type a name for your report.

    After you add a name, you can click Save at any time.

  4. Use the menus to define the Calendar and Period of Time fields.

    If you are creating a Performance Summary report, there are a few more period fields to define.

  5. Click Customizations to define how currency and decimal places are displayed.

    If you are creating a customizable report, you can also define headings.

  6. For each report section, perform the following steps:

    Tip

    For each section, hover over the information icon Info icon to read more details about the type of data you need.

    1. Select a data source from the Mapped data source menu.

      The source that you select becomes the source for all attributes in that section.

    2. If you want to define restrictions on the source, click Restrictions.

    3. If you want to filter the data source, select a filter from the How to filter data source menu.

    4. For each attribute, map the attribute from the data source by using the drop-down menu.

      You can also type a display name for the attribute.

      Note

      You must map the attributes that are marked with an asterisk (*). You can also add optional attributes and define new attributes.

You can now share your report on Sales Portaland Varicent Mobile.

Sharing a report

Share a Rapid Report by using the Portal Access module.

Rapid Report objects are only available in Portal Access if all required fields are complete and all required attributes are mapped. In report fields, a warning symbol Warning icon indicates an incomplete report.

For more information about setting access to web tabs, see the Portal Access Module topics.

Important

After you assign a Rapid Report to a web tab, you will be unable to save that report if you unmap any data sources or attributes. To save an incomplete report, you must unassign it from Portal Access.

  1. In Portal Access, on the Web Tabs tab, click the Add Web Tab icon.

    Tip

    To add a web tab to an existing folder, select the folder before you click the Add Web Tab icon.

  2. In the Name field, type a name for the web tab. You can use special characters, such as hyphens and apostrophes.

  3. From the Type list, select Rapid Report.

  4. From the Object list, select the object that is assigned to the web tab.

  5. Click Add Web Tab.

    Important

    The first tab that is listed in Portal Access is the first tab that is displayed on the Sales Portal.