Download

From RPM Wiki

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Summary

Download is the transfer of data from the application to the user as a file. In RPM users can download many different sets of data in Microsoft Excel format and Microsoft Word format. Clicking a download link will give the user the option of opening the file right away or saving it. Files opened right away may still be saved as normal from the application they are opened in. The appropriate application must be installed on the user’s computer to open the file.

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Staff users

  • Commission summary. Microsoft Excel.
    • Totals. Click "Download" in the top right of the subscriber summary or a rep summary. Click "Download summary" in the top right of an agency summary.
    • Commission data (all items, referral items, and adjustments for an agency). Click "Download all data".
  • Commission totals. Microsoft Excel. Click "Download" in the top right of the "By supplier" or "By agency" page.
  • Gross commission audit. Microsoft Excel.
    • Totals. Click "Download" in the top right of the "By supplier" gross commission audit page.
    • Items. Click "Download" in the top right of the gross commission audit items page.
  • Views ("Select an agency", etc.). Microsoft Excel. Click "Download" in the top right corner of the grid. The columns and data range are what is shown on the screen except all pages are included. These columns and the data range may be customized by the user using custom views. See views
    • Forms (Process management)
    • Agencies
    • Reps
    • Customers
    • Accounts
    • Commission items.
  • Products. Microsoft Excel. Click "Download" in the top right corner of the grid.
  • Rep IDs. Microsoft Excel. Click "Download" in the top right corner of the grid.
  • Adjustments. Microsoft Excel. Click "Download" in the top right corner of the grid.
  • Agency commission schedule. Microsoft Word. Click "Download" in the top right corner of the page.
  • Process template. XML. Click "Download" in the top right of the template details page.
  • Process form. Microsoft Excel. Click "Download" in the top right of the form details page.
  • Process reconciliation. Microsoft Excel. Click "Download" in the top right of the "Reconcile" page.
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Agent users

  • Commission summary. Microsoft Excel.
    • Totals. Click "Download" in the top right of a rep summary. Click "summary" beside the word "Download" in the top right of the agency summary.
    • Commission data (all items, referral items, and adjustments for an agency). Click "data" beside the word "Download" in the top right of the agency summary.
  • Commission items. Microsoft Excel. Click "Download" in the top right corner of the grid.
    • Note: Since agent users can’t customize their views, they get every column they have access too in the download, not what is shown in the grid.
  • Process forms. Microsoft Excel. Click "Download" in the top right corner of the grid.
    • Note: Since agent users can’t customize their views, they get every column they have access too in the download, not what is shown in the grid.
  • Process form. Microsoft Excel. Click "Download" in the top right of the form details page.
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  • This page was last modified 20:06, 11 Apr 2007.
  • This page has been accessed 1268 times.