Commissions Report

Wheezy

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I'm creating a sales commissions report, where I need to be able to include a Bonus Summary at the bottom of the Detailed Report.

This Summary must include Amounts: Monthly, Quarterly and Annually.

I have the formulas written for the Bonuses in a Query by Sales Rep:
ex.) =IIf([NetSales]<=5000,([NetSales]*.02))

I can get the formulas to work if I imput the dates into the query manually, but I'd like to create a query that only queries the month of "January" for example for a specific year.
In addition, a query that only queries the Quarter for a specific year, and then the whole year.

I'm in a query nightmare and don't have the experience to get out. Your help is deeply appreciated.
 
You are the master of all! That did the trick. Thank you kindly for your time and expertise. Merry Christmas.
 
Glad I could point you in the right direction with so little. I wasn't really sure what you needed but I guessed you were just missing the small pieces of the puzzle.

Be sure not to spend Christmas working.:D
 
Okay, I have my query formula working to list the Quarters when each job was sold.
However, when I enter criteria so that only the "First" Quarter is queried,for instance, the commission formula ignores the filter completely.

IIf([NetSales]>=5000,([NetSales]*.02))

The above formula calculates the TOTAL net sales, not just the net sales from the Quarter.
Any tips on how to get it to listen?
 
Need more detail. Can you explain the query and how the IFF gets involved.
 
So, the IIf statement I wrote is drawing its value from outerspace, because the Net Sales amount is not filtered or harnessed by criteria, and .01% of $757,000 is not $599,000.

I have attached "snagit" snapshots of what I am looking at.

So, The Reps earn a percentage of what the work that they bring in, if it meets a Quota. By any given time date, I can do a Between Criteria. But I want it to be fixed to a Month, Quarter and Year, so that I can put these running totals on the bottom of the detailed report.
Just like a pay check stub!
Query design.jpg

Query Outcome.jpg
 

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