Varicent Incentive Compensation Management Documentation

Creating inquires on Varicent mobile

Note

In order to enable the feature your administrator needs to contact Varicent support.

Users can create inquiries from the Varicent mobile app on reports with inquiries enabled.

  1. Navigate to the enabled report.

  2. Click the more options menu (...).

  3. Click Create Inquiry.

Copying rows to an inquiry

You can copy rows of a Presenter report to include in your inquiry. To do this, you must first enable copying rows of each report in the admin application.

Presenter Adaptive:

  1. In the admin application, from the Reporting module, select the report you want to enable copying rows.

  2. Click on the table in the canvas.

  3. In the Data tab, under Web user options, select the Allow copy row to inquiry checkbox.

  4. Click Save.

Presenter Structured:

  1. In the admin application, from the Reporting module, select the report you want to enable copying rows.

  2. Click on the data grid in the canvas.

  3. In the Data Grid tab, under Advanced Options, click the Enable Inquiry Copy checkbox.

  4. Click Save.

To copy rows of a report when submitting an inquiry on the mobile app:

  1. Navigate to the report.

  2. Click on the rows you would like to copy to the inquiry.

    They will highlight in blue to show that they have been selected.

  3. Click the more options menu (...).

  4. Click Create Inquiry.

    The copied rows of data will appear in the Comments section of the inquiry.