This article will guide you through running a staff commission report. This report will calculate commissions based off of agreement sales.
Please Note:
- The retrieval of reports is limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- This report reflects outcomes in real-time.
- If you pay commission off of transactions ran through POS, use Staff Gross Sales Report.
1. Accessing Your 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.
2. Understanding Your 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 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.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting - Can access reports (must be enabled to see any reports)
- Reporting - Can Access Staff : Commission