Adding the Monthly Bonus Report

  1. Go to the Reports section, then under EMR select Connect.
  2. Click the icon with a plus sign in the toolbar to create a new Connect report entry.
     

  3. When asked to select the Report, scroll under the Claim section header and find Monthly Bonus Report
  4. Type a description, input desired parameters (including to set the Client), and then select Next. 

  5. Select the desired fields for the report to show, or simply select 'All.' Then hit 'Finish,' then 'Close,' to complete adding the report. The available fields are as follows: