Reports - Draft Commission

Draft Commission Report

This article will guide you through generating the Draft Commission Report. This report will calculate commissions off of agreements, services/classes and product sales.

1. Accessing Your 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
• Include Deleted Employees - Can be selected to include any deleted employees in the report
• Include Classes with no Bookings - This will exclude classes that had no attendees
• Include Sessions Not Yet Logged - Choose to include the sessions that have not yet been logged as completed to determine their status as show or no show
• Include Consults - Controls whether services/classes flagged as consults will show on the report
• Include Cust Lost Sessions - This will include any sessions where a customer did not show up
• Employees - Choose to select to run it for all employees, or only for certain ones. You can select a specific group of employees using the mouse or the Ctrl key.
• Choose if you want to view as an Excel Export Only and/or receive Email Report? 

Click on Run Report.

2. Understanding Your 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.

     

3. Viewing Agreement Details

In the agreements section, you can select the plus sign (+) next to Agreement ID to view additional details regarding the agreement such as Agreement Date, Package Name and Periods. 

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Details once the plus sign (+) has been selected: 

You can select the hyperlink for the Agreement ID number to navigate to the details page for that agreement. 

4. Viewing 'Pay for Classes' Section

Click the plus sign (+) next to a class to view the list of attendees and their booking status. 

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Details once the plus sign (+) has been selected: 

     

5. Viewing 'Pay for Services' Section

Click the plus sign (+) next to the Agreement ID to see additional details regarding the agreement that issued the credits for the service. 

Details once the plus sign (+) has been selected: 

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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 : commissions

You can access all of our ClubReady Training Resources by visiting the ClubReady Training website. Here, you will have access to CRUniversity, weekly webinars, on-demand videos, and so much more. Don't forget, you can contact support by emailing [e-mail] if you need assistance.

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