In this guide, we'll cover the steps to running the Commissions Activity Report.
The Commissions Activity Report provides a full list of all commission entries, including positive entries for awarded commissions and negative entries from refunded invoices or voided credit notes.
Step 1: Access the Commissions Activity Report
Log into your Pabau account, go to Analytics in the left sidebar menu, and select Reports. In the Sales section, find and click on Commissions Activity Report to open it.
Step 2: Review the Standard Report
The report is set to display line items where commissions exceed $0.01 (or your currency) and includes invoices with an invoice date from the current month.
Below the filters, you’ll see a visual representation of the report’s data. By default, it’s grouped by Item Employee, meaning the staff members who received commissions.
Step 3: Customize the Report
You can modify the existing filters or add new ones to adjust the data shown in the report. For example, you can change the reporting period to view commissions over a longer or shorter timeframe.
In the report table, you'll find a detailed list of all commission entries, including any negative entries from refunded invoices or voided credit notes that affected commission payouts.
Step 4: Create a Custom Report
To generate a custom version of the report for an individual staff member, apply a filter such as "Line Item where Item Employee is [staff member name]".
Step 5: Save the Report
Once you’ve customized the report, click on "Save As" in the top right corner, enter a name for the report, and choose who else can access it.
By following these steps, you can easily track and customize commission reports to meet your needs.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.