Hybrid - Payouts Edge Report in Nexus
Once you log into
Nexus, navigate to the “Reports” tab, and select “Report Center.”
Once you are in “Report Center,” select “Rev and Exp Reports”, click on the
dropdown arrow and select the “Payouts EDGE” report.
This
will bring up the “Payouts EDGE” menu where you set the search parameters.
Rep Name: Your rep code/rep name
Or Group: Blank
Date Range: Custom
Range
Begin
Date: End of Pay Period*
End Date: 5 Business days later.
Date Type: Paid
Date
Pay Type: All Pay
Types
*For period 1
details, use the 15th as
your beginning date and the 22nd as
your ending date.
*For period 2 details, use the last day of the month as your beginning date and the 7th
*For period 2 details, use the last day of the month as your beginning date and the 7th
as
your ending date.
All Revenue and
Expense statements are run during this timeframe and the “Paid Date” in Nexus
will differ from the date your ACH direct deposits into your bank.
In the “Available
Groups” section click on the blank area in “Available Groups” and type in “Pay
Type.” You can double click the selection to move it to “Selected Groups.”
Follow the steps
above to add “To Rep Code” to the Selected Groups.
You can also drag
and drop between the boxes.
Once you have added the two groups, click “View” and the data will populate on
the grid to the right. This may take a moment.
If this view
provides everything you need, you can also save the view for future use.
Once the report has run, you can expand each area with the + sign (under Group
on the left) to drill into the details further.
You can then
navigate to the upper right corner and export the details to excel.
When you expand the
Payout, and your rep code, the “Payable” amount will tie to your Net Revenue
from your Revenue & Expense Report
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