Commission earning report

Use this report to track the finalized commission payable amount for staff members.

Note: This report is enabled only if you have the Commission Tracking license and the Financial Reports: Commission Earning Report permission on your profile.

Location

Reports > Financial Reports > Commission Earning

Click Recall / Schedule a saved report definition at the top of the page to go to the Report Definitions page, where you can select a previously saved report definition.

Filters

Select any or all of the following filters for this report:

Transaction Date/Time

1. Click the calendar icon  beside the From box and select a Beginning Date for the transaction from the pop-up calendar. Enter a specific time in the text box on the right side of the calendar.

2. Click the calendar icon  beside the Through box and select an Ending Date for the transaction from the pop-up calendar. Enter a specific time in the text box on the right side of the calendar.

System User

1. Click the System User link to pop-up the System User List page.

2. From the System User List page, select the system users.

3. Click Add All Selected. To remove the system users, you can select the system user in the list box then click Remove at the right side.

Activity

1. Click the Activity link to pop-up the Activity Search page and then enter some criteria to select the activities. The activity search results will be displayed on the Select Activity page.

2. From the Select Activity page, select the activities.

3. Click Add All Selected. To remove the activities, you can select the activity in the list box then click Remove at the right side.

Department

1. Click the Department link to pop-up the Department List page.

2. From the Department List page, select the departments.

3. Click Add All Selected. To remove the departments, you can select the department in the list box then click Remove at the right side.

Category

1. Click the Category link to pop-up the Category List page.

2. From the Category List page, select the categories.

3. Click Add All Selected. To remove the categories, you can select the category in the list box then click Remove at the right side.

Other Category

1. Click the Other Category link to pop-up the Other Category List page.

2. From the Other Category List page, select the other categories.

3. Click Add All Selected. To remove the other categories, you can select the other category in the list box then click Remove at the right side.

Package

1. Click the Package link to pop-up the Package Search page and then enter some criteria to select the packages. The package search results will be displayed on the Select Package List page.

2. From the Select Package List page, select the packages.

3. Click Add All Selected. To remove the packages, you can select the package in the list box then click Remove at the right side.

Package Category

1. Click the Package Category link to pop-up the Package Category List page.

2. From the Package Category List page, select the package categories.

3. Click Add All Selected. To remove the package categories, you can select the package category in the list box then click Remove at the right side.

POS Product

1. Click the POS Product link to pop-up the POS Product Search page and then enter some search criteria to search the POS products. The POS products search results will be displayed on the Product List page.

2. From the Product List page, select the products.

3. Click Add All Selected. To remove the products, you can select the product in the list box then click Remove at the right side.

Department

1. Click the Department link to pop-up the Product Department List page.

2. From the Product Department List page, select the product departments.

3. Click Add All Selected. To remove the product departments, you can select the product department in the list box then click Remove at the right side.

Class

1. Click the Class link to pop-up the Product Class List page.

2. From the Product Class List page, select the product classes.

3. Click Add All Selected. To remove the product classes, you can select the product class in the list box then click Remove at the right side.

SubClass

1. Click the SubClass link to pop-up the Product Subclass List page.

2. From the Product Subclass List page, select the product subclasses.

3. Click Add All Selected. To remove the product subclasses, you can select the product subclass in the list box then click Remove at the right side.

Commission Scheme

1. Click the Commission Scheme link to pop-up the Commission Scheme List page.

2. From the Commission Scheme List page, select the commission schemes.

3. Click Add All Selected. To remove the commission schemes, you can select the commission scheme in the list box then click Remove at the right side.

System User Site

1. Click the System User Site link to pop-up the Site List page.

2. From the Site List page, select the sites.

3. Click Add All Selected. To remove the sites, you can select the site in the list box then click Remove at the right side.

System User Profile

1. Click the System User Profile link to pop-up the Profile List page.

2. From the Profile List page, select the system user profiles.

3. Click Add All Selected. To remove the system user profiles, you can select the system user profile in the list box then click Remove at the right side.

Options

Summary Report

Select the Summary Report check box to get a summary report which lists system users and their associated commission schemes.

Report Module

Select the report modules from the following Report Module check boxes:

• Registration: Select this check box to include the registration commission in the report.

• Membership: Select this check box to include the membership commission in the report.

• POS: Select this check box to include the product sell commission in the report.

Show Employee ID

Select this check box to display the employee ID on the commission earning report list.

Note: The Show Employee ID check box will be disabled if you select the Summary Report check box or select the Month + System User option from the Group by drop-down list.

Group by

Select how you want to group the report:

• System User

• Month + System User

• System User + Month

Output Type

Select the output type or format of the report from the Output Type drop-down list:

• Adobe Acrobat Reader

• HTML

• Microsoft Excel

Save Report Definition

1. Enter in the Report Title box the desired report title.

2. Click Save to save the report definition using the current report title entered. If the report title has been changed, the original report title will be replaced by the new one.

3. Click Save As to save another version of the report definition using a different report title.