View agent sales reports for a particular agent along with other sales details such as customer name,plan purchased by the customer,address, commission for the agent, etc.
This report can be filtered against master agent, distributor, retailer, and date range.
FIELDS RETURNED IN THIS REPORT
| # | Enrollment ID | Enrollment Type | Master Agent Name | Distributor Name | Retailer Name | Employee Name | Customer Name | Address | Proof Status | State DB Offline/Online | Plan Name | Activation Call Made | Activation Call Date Time | Commission | Posting Date | Status | Handover Equipment |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | WXXX94321 | ACP | CORPORATE MASTER (Corporate_Master) | CORPORATE DISTRIBUTOR (Corporate_Distributor) | CORPORATE RETAILER (Corporate_Retailer) | JANE SMITH | JOHN DOE | 123 MAIN ST | Not Approved | N/A | $30 ACP 10 Gb | No | 2024-03-14 23:35:27 | Rejected |
ENROLLMENT ID: An auto-generated identification assigned to customers upon initiation of the enrollment process.
ENROLLMENT TYPE: Indicates the nature of the enrollment, whether it's a Lifeline order, ACP, or prepaid order.
MASTER AGENT NAME: The name of the primary agent overseeing the enrollment process.
DISTRIBUTOR NAME: The name of the distributor associated with the enrollment process.
RETAILER NAME: The name of the retailer involved in the enrollment process.
EMPLOYEE NAME: The name of the employee responsible for handling the enrollment.
CUSTOMER NAME: The name of the customer being enrolled.
ADDRESS: The physical address associated with the customer's enrollment.
PROOF STATUS: Indicates the status of documentation or verification provided during the enrollment process.
STATE DB OFFLINE/ONLINE: Shows whether the state database used for eligibility verification is currently online or offline.
PLAN NAME: The name of the plan selected by the customer during enrollment.
ACTIVATION CALL MADE: Indicates whether an activation call was made during the enrollment process.
ACTIVATION CALL DATE TIME: The date and time when the activation call was initiated.
COMMISSION: Any commission associated with the enrollment, typically for the involved agents or distributors.
POSTING DATE: The date when the commission or related information is posted or recorded.
STATUS: The current status of the enrollment process.
HANDOVER EQUIPMENT: Indicates whether any equipment was handed over to the customer during the enrollment process.