Quota Balance Summary


The Standard report is displayed and defaults to user's Direct Reports. 


  1. Can also see employees who report to supervisors the user is a substitute for by selecting 'All My Employees' in the Selection View. 
  2. Can select an individual using the ‘Search in Result List’ field. 
  3. Can navigate to previous months using the 'Free Selection by Month' Option.
  4. Options to filter, sub-total or download can be accessed from the menu options on the right: Quota Balance Download option