Quota Balance Summary
The Standard report is displayed and defaults to user's Direct Reports.
Variations
- Can also see employees who report to supervisors the user is a substitute for by selecting 'All My Employees' in the Selection View.
- Can select an individual using the ‘Search in Result List’ field.
- Can navigate to previous months using the 'Free Selection by Month' Option.
- Options to filter, sub-total or download can be accessed from the menu options on the right: