The Commission and Payroll report is a comprehensive document designed to provide detailed insights into financial transactions related to employee compensation within your studio. This report encompasses various elements crucial in efficient payroll management and commission tracking.
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 is anchored in historical context, with the exception of the 'Pay for Time Clock' value which will update retroactively (real-time).
- If the product commission, or the product commission tier, are setup after the product is sold, the item will not be reflected in this report as they are not retroactively applied.
- The 'Detail' tab will provide a granular breakdown and insights into the origins of the calculated payroll. The 'Summary' tab offers a concise overview of the total commission and payroll earnings for the chosen date range.
- For Commission and Payroll Report FAQ, click here
- For Commission and Payroll troubleshooting, click here
Running the Report
1. Navigate to Reports > Staff > Commission and Payroll
2. Select either a custom or preset date range for which you would like to view commission and payroll data as well as the types of sessions to be included.
3. Configure the remaining options for the report, these include:
- Agreement Types: Memberships, Add-Ons, or Services.
- Data to Include: Types of sessions.
- Report Sections to Include: Types of Payment or Commissions.
- Employees : Which employees to include in the report.
4. Configure the remaining options as desired;
- Include Deleted Employees: Include employees who have been deleted from ClubReady but may have earned commission during the selected date range.
- Include Employees With No Data: Include employees who do not have data to display according to your report configuration.
- Open Links In New Tab: This will open any links in the report in a separate browser tab.
- Remove Formatting When Exporting to Excel: This will allow exporting to excel with a plain format.
5. Click Run Report. The report will run below, displaying all the selected data for each individual employee selected.
6. To export the report, click the Save icon on the top left of the report. Select your desired format. File options are .xlsx, .ppt, .pdf, and .csv (comma delimited).
Understanding the Report
The exported report will show the following information;
Document map Tab: This tab will display a list of all of your employees. You are also 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.
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.
Pay for Time Clock: The amount of pay based on the time clock, updated in real-time.
Total: The employee's total commission amount.
Pay for Services/Classes
When looking at commission for services and/or classes, you will view the following details;
- Price: The amount the client payed.
- Cost: The amount you pay to your staff.
These amounts are pulled from the specific service/class. Navigate to Setup > Scheduling > Services or Classes/Group.