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Knowledge Base |
Reports - Draft Commission
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This article will guide you through generating the Draft Commission Report. This report will calculate commissions off of agreements, services/classes and product sales.
Requirements - A Master admin login or a staff type with the following permissions:
Accessing The Draft Commission Report
To access this report, navigate to Reports > Staff > Draft Commission. Select a date range either from the calendar or use one of the Preset Date Ranges. Apply the filters if desired: Show All Agreements, Only Membership Agreements, Only Add-On Agreements, Only Services Agreements or Include deleted employees. Choose if you want to view as an Excel Export Only and/or receive Email Report? Click on Run Report.
The excel export will show the following information:
Document map - This tab will display a list of all of your employees. You are able to select a specific employee to take you to their commission details.
Location - This will display the club's name
Employee - This will display the employee's name
Address - Employee's address
Phone - Employee's phone number
Email - Employee's email address
Title - Employee's staff type
Pay Period - This will display the date range selected
Pay Date - This date will be based on today's date
Report Date - This will display the date the report was generated
Commission on New Agreements - The amount based off of invoiced sales
Commission on Agreement EFT - The amount based off of re-occurring monthly invoices. Please note: if there are EFT invoices tied to a user that are not commissionable, they will not show on the report.
Pay for Services - The amount based off of services provided
Pay for Classes - The amount based off of classes provided
Commission on Products - The amount based off of product sales
Total - The employee's total commission amount
A breakdown will be provided to include the commission details.
Related Articles:
Setting Up Detailed Commission Tiers
Requirements - A Master admin login or a staff type with the following permissions:
- Reporting - Can access reports (must be enabled to see any reports)
- Reporting - Can access staff : commissions
Accessing The Draft Commission Report
To access this report, navigate to Reports > Staff > Draft Commission. Select a date range either from the calendar or use one of the Preset Date Ranges. Apply the filters if desired: Show All Agreements, Only Membership Agreements, Only Add-On Agreements, Only Services Agreements or Include deleted employees. Choose if you want to view as an Excel Export Only and/or receive Email Report? Click on Run Report.
Draft Commission Export
The excel export will show the following information:
Document map - This tab will display a list of all of your employees. You are able to select a specific employee to take you to their commission details.
Location - This will display the club's name
Employee - This will display the employee's name
Address - Employee's address
Phone - Employee's phone number
Email - Employee's email address
Title - Employee's staff type
Pay Period - This will display the date range selected
Pay Date - This date will be based on today's date
Report Date - This will display the date the report was generated
Commission on New Agreements - The amount based off of invoiced sales
Commission on Agreement EFT - The amount based off of re-occurring monthly invoices. Please note: if there are EFT invoices tied to a user that are not commissionable, they will not show on the report.
Pay for Services - The amount based off of services provided
Pay for Classes - The amount based off of classes provided
Commission on Products - The amount based off of product sales
Total - The employee's total commission amount
A breakdown will be provided to include the commission details.
Related Articles:
Setting Up Detailed Commission Tiers
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