The Splits by Date report provides summary and detailed commission split information across events within a selected date range. You can filter by event start and end dates, select a supplier, and control the level of detail included in the report.
Description
The Splits by Date report allows you to review commission splits for events within a specified reporting period. You can filter events using both their starting dates and ending dates.
The report includes summary and detail information, with options to display splits at the order level, item level, or both.
To review commission splits for a single event, use the Splits For An Event report instead.
Report Example
Configuring Split Rules
All commission split reports rely on supplier split rules being configured correctly. There are two important areas to review.
Supplier Split Rules
When a supplier is configured, default split amounts or percentages can be defined by revenue type.
For more information, see Setting Up Split Rules under supplier configuration and Dept and Revenue Types in Global Settings.
Event-Level Split Adjustments
When an event is created, suppliers are associated with the event along with their products.
If split adjustments are required for a specific event, you can modify the affected products using the Edit Multiple Products functionality.
See Suppliers and Products In an Event for more information about editing multiple products within an event.
Available Filters
Use the following filters to customize the reporting period, supplier, and level of detail included in the report.
| Field Name | Available Values | Default |
|---|---|---|
| Starting Event Start Date | Any date | None |
| Ending Event Start Date | Any date | None |
| Starting Event End Date | Any date | Beginning of time |
| Ending Event End Date | Any date | End of time |
| Sections to Include | Summary Detail |
Summary Detail |
| Display GL Code | No Yes |
No |
| Display | Orders Items Orders and Items |
Orders |
| Print Instructions | No Yes |
No |
| Supplier | Any active supplier for the store | None, or the user's own supplier, depending on security role |
Filter Details
Starting Event Start Date and Ending Event Start Date: Define the range of event start dates included in the report. Neither field has a default date selected.
Starting Event End Date and Ending Event End Date: Define the range of event end dates included in the report. By default, the range extends from the beginning of time through the end of time.
Sections to Include: Determines whether the report includes summary information, detailed information, or both. Summary and Detail are both selected by default.
Display GL Code: Determines whether general ledger codes appear in the report. No is selected by default.
Display: Controls the level at which commission splits are displayed. Select Orders for order-level information, Items for item-level information, or Orders and Items for both. Orders is selected by default.
Print Instructions: Controls whether instructions are included in the printed report. No is selected by default.
Supplier: Allows you to select an active supplier for the report. The default depends on the user's security role and may be either no supplier or the user's own supplier.
Tip: When reviewing commission splits for a specific reporting period, use the event start and end date filters to narrow the results. Select Orders and Items under Display when you need to review both order-level and item-level splits.
Sample Report
Open the Splits by Date PDF to see an example of the finished report, including commission split summary and detail information.