Knowledge Base
Report - Staff Commission
This article will guide you through running a staff commission report. This report will calculate commissions off of  agreement sales. Note: If you pay commission off of transactions ran through POS, use Staff Gross Sales Report. 

 

Requirements: A Master Admin login or staff type with the following permissions:

  • Reporting  - Can access reports (must be enabled to see any reports)
  • Reporting  - Can Access Staff : Commissions

Running Commission Reports


After you have setup commission tiers you can run staff commission reports. To learn more about Commission Tiers Setup, click here.




To run your staff commission report, navigate to Reports  > Staff > Commission Reports. Choose a date range from the calendar or select a preset date range. The date range will be for the date the agreement was sold. Filter options include:  Show cancelled agreements, do not include any setup fees in agreement invoice totals, and have a zero commission when the downpayment was returned. Click on Run Report. 





The online report is separated by employee and will include:

Customer - Customer name and agreement number
Date - Date the agreement was sold
Detail - Name of the package sold
Periods - Number of installments in the package
Paid Upfront - Number of invoices paid at the time of sale
Setup Fee - the setup fee paid on the agreement
Sessions - number of sessions included in the initial term of the agreement
Free Sessions - number of free sessions added at the time of sale of the agreement
Avg Price / Session - Total agreement price divided by number of sessions in the package
Effective Gross - Amount paid upfront or total down payment
Effective Invoice - The total of invoices for initial term of agreement
New EFT - Amount of new dues added to the club's dues line
Split - If the agreement sale was split between two staff members, Yes or No
PIF - If the agreement sale was a paid in full
Comm % - Commission percentage of the agreement invoice value. Invoiced sales are used for commissions instead of gross sales because gross sales can be effected by how the agreement was sold. For example, if the first payment date was pushed back the gross sale for the period would be zero but the invoiced sale stays the same. 
Comm - Amount of commission to be paid 
Comm Bonus - If there is a bonus for being a PIF


 
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