Reporting – Report Explorer & Standard Financial Statements
The Report Explorer in MRSware Desktop (EYOND.MRSware.Reporting) is the centralized standard reporting catalog for manufacturers' representative agencies. While the Data Analysis module provides ad-hoc multi-dimensional OLAP slicing, Report Explorer provides structured, presentation-ready financial statements, territory sales summaries, customer ranking rosters, Class Master Lists, and formatted Sub-Rep Commission Payout Statements formatted for direct printing, PDF generation, and automated email distribution.
Press Ctrl+R or choose Reports → Report Explorer to open the catalog tree. Double-click any report to launch its interactive parameter filter dialog.
Report Explorer vs. Data Analysis OLAP Cubes
| Reporting Dimension | 📑 Report Explorer (Standard Reports) | 📊 Data Analysis (OLAP Pivot Grid) |
|---|---|---|
| Primary Use Case | Formal financial statements, rep payouts, principal reviews | Ad-hoc data discovery, multi-year comparisons, custom formulas |
| Formatting | Fixed, presentation-ready page layouts with headers/logos | Dynamic grid columns with collapsible dimension rows |
| Export Formats | Adobe PDF, Microsoft Excel (.xls), Rich Text (.rtf), Text | CSV data extract, clipboard copy/paste |
| Parameter Prompting | Structured dialogs (Date ranges, Principal, Rep, Customer) | Context menu filters and header dropdown selectors |
Permissions & Navigation
- Required Base Permission:
MRSware/Reporting– Governs access to standard reports. - Opening Report Explorer: Click Report Explorer on the Shortcut Bar or select Reports → Report Explorer.
Sub-Rep Commission Payout Statements
At the end of each commission cycle, agency principals run the Sales Rep Commission Statement:
- Select the target sales rep and the statement date range.
- The report compiles all reconciled payments, applying the rep's split percentages across all qualifying invoices.
- Generates a clean, professional PDF statement breaking down gross sales, commission rates, split amounts, and net sub-rep payout.
- Click Email Report to deliver the statement directly to the rep's inbox via the integrated mail client.
The Class Master List
The Class Master List report aggregates sales volume, customer counts, and commission earnings categorized by Product Class, Customer Trade Class, and Territory Class. It allows principals to see which market sectors are driving growth across each factory line.