We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.
Resource | Link |
Commission Line Items Report |
Overview
The Commission Line Items report provides a detailed, record-level view of commission activity for staff across all commissionable item types. It captures each transaction line that contributes to a staff member's earnings, including the item sold, the sale amount, applicable discounts and adjustments, the effective commission rate, and the commission amount earned.
Use this report to validate commission calculations before payroll is processed, investigate individual earnings across services, products, memberships, and packages, and resolve discrepancies or disputes with a full audit trail at the line item level. It's especially useful for payroll preparation, compensation structure verification, and exception handling when commission amounts don't match expectations.
What this report is best used for
Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.
Use cases | Description | Example questions this report helps answer |
Staff commission validation | Review detailed commission calculations for individual staff members across all commissionable item types. |
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Payroll and payout audit | Validate that commission payouts align with configured compensation structures and tier performance. |
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Exception and dispute investigation | Support finance and operations teams when reviewing commission questions or payout disputes. |
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These use cases can be addressed using the report's default configuration and filtering by Staff Name.
Prerequisites
Prerequisites
Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.
Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Staff Operations > Commissions - Self or Everyone
If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
You’ll only see data for assigned locations
Row-level access may further limit visible data
If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, staff must have commission rates configured in their compensation settings, and commissionable sales orders must be closed.
Default report configuration
See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.
Group by (default)
The default fields the report is grouped by when you first open it.
Field name | Definition | Example | Filter? |
Location Name | The name of the business location associated with the commission activity. | TX Katy | Ranch Crossing 050 | Yes |
Staff Name | The full name of the staff member who earned the commission. | Brittney Haight | Yes |
Item Type | The category of the commission-eligible item. One of: Service, Product, Membership, Package. | Product | Yes |
Line item ID (hidden in table, visible in exports) | Unique identifier for the order line item associated with the transaction. Each line item represents a single service, product, membership, or package included in an order | 23af6cba-4b6c-458b-a64c-642d9dcd0896 | Yes |
Columns (default)
The default columns displayed when you first open the report.
Field name | Definition | Example | Filter? |
Order Date | The calendar date on which the order associated with the commission activity was created. Used for filtering and time-based analysis. | 2026-04-05 | Yes |
Sale Type | Indicates the type of transaction represented by the commission detail line item. One of: Sale, Refund (Clawback), Amendment (Increase), or Amendment (Decrease). | Sale | Yes |
Item Name | The name of the service, product, membership, or package associated with the commission. | Finipil | Yes |
Client name | The full name of the client associated with the transaction. | Makayla Lundy | Yes |
Order Number | Human readable identifier of the order associated with this sale line item. | 8329527283 | Yes |
Is commissionable | Flag indicating whether the line item is eligible for commission (true = commission applies). | TRUE | Yes |
Sale amount | The sale price of the line item before discounts, voucher adjustments, or business charges, in dollars. | $1,032 | No |
Business Charge | The total business service charge or adjustment associated with the line item, in dollars. | 0 | No |
Discount | The total discount amount applied to the line item, in dollars. | 0 | No |
Voucher Adjustment | The total voucher-related adjustment applied to the sale amount, in dollars. Negative values reduce the sale amount to the voucher value, while positive values increase it. This adjustment is used in calculating the commissionable amount. | $450 | No |
Commissionable Total | The total dollar amount eligible for commission for the item after discounts and business charges. | 22 | No |
Rate | The effective commission percentage applied to the individual item for the staff member. The rate is calculated only for items marked as commissionable.Tier thresholds are evaluated within the selected date range, and product type. | 0.25 | No |
Commission | The commission amount earned by the staff member for the line item, in dollars. | 5.5 | No |
Tips | The total gratuity amount associated with the commission detail line item, in dollars. | $350 | No |
Customizable fields
Customizable fields
All fields you can add, remove, or use to customize the report to fit your needs. Some fields are required and cannot be removed from the report.
Field name | Definition | Example | Filter? |
Location Name | The name of the business location associated with the commission activity. | TX Katy | Ranch Crossing 050 | Yes |
Staff Name | The full name of the staff member who earned the commission. | Brittney Haight | Yes |
Item Type | The category of the commission-eligible item. One of: Service, Product, Membership, Package. | Product | Yes |
Line item ID | Unique identifier for the order line item associated with the transaction. Each line item represents a single service, product, membership, or package included in an order | 23af6cba-4b6c-458b-a64c-642d9dcd0896 | Yes |
Order Date | The calendar date on which the order associated with the commission activity was created. Used for filtering and time-based analysis. | 2026-04-05 | Yes |
Sale Type | Indicates the type of transaction represented by the commission detail line item. One of: Sale, Refund (Clawback), Amendment (Increase), or Amendment (Decrease). | Sale | Yes |
Item Name | The name of the service, product, membership, or package associated with the commission. | Finipil | Yes |
Client name | The full name of the client associated with the transaction. | Makayla Lundy | Yes |
Order Number | Human readable identifier of the order associated with this sale line item. | 8329527283 | Yes |
Is commissionable | Flag indicating whether the line item is eligible for commission (true = commission applies). | TRUE | Yes |
Sale amount | The sale price of the line item before discounts, voucher adjustments, or business charges, in dollars. | $450 | No |
Business Charge | The total business service charge or adjustment associated with the line item, in dollars. | 0 | No |
Discount | The total discount amount applied to the line item, in dollars. | 0 | No |
Voucher Adjustment | The total voucher-related adjustment applied to the sale amount, in dollars. Negative values reduce the sale amount to the voucher value, while positive values increase it. This adjustment is used in calculating the commissionable amount. | $25 | No |
Commissionable Total | The total dollar amount eligible for commission for the item after discounts and business charges. | 22 | No |
Rate | The effective commission percentage applied to the individual item for the staff member. The rate is calculated only for items marked as commissionable.Tier thresholds are evaluated within the selected date range, and product type. | 0.25 | No |
Commission | The commission amount earned by the staff member for the line item, in dollars. | 5.5 | No |
Tips | The total gratuity amount associated with the commission detail line item, in dollars. | $350 | No |
Location ID | Unique identifier of the business location associated with the commission activity. | 23af6cba-4b6c-458b-a64c-642d9dcd0896 | No |
Location External ID | Identifier for the business location from an external system, if provided by the business. | Santa monica | No |
Location Group | Logical grouping of the business location used for reporting rollups and segmentation. | null | No |
Staff External ID | Identifier for the staff member from an external system, if provided by the business. | bfcacf68-54d5-4301-98bb-3fb79dcb1897 | No |
Staff Alternate ID | Alternate identifier assigned to the staff member, if configured by the business. | 3/10/2025 | No |
Staff Role Name | The role assigned to the staff member at the time the commission-eligible transaction occurred (for example, Stylist, Front Desk, Therapist). | Aesthetician | No |
Staff ID | Unique identifier of the staff member who earned the commission. | eef548da-5c28-483d-9929-060f89dcb7cc | No |
Order ID | Unique identifier of the order associated with this sale line item. | eef548da-5c28-483d-9929-060f89dcb7cc | No |
Staff First Name | The first name of the staff member. | Brittney | No |
Staff Last Name | The last name of the staff member. | Haight | No |
Staff Nickname | Informal or preferred name used by the staff member in the system, if available. | Brittney | No |
Staff Mobile Number | Mobile phone number stored on the staff member’s profile. | 8329527283 | No |
Staff Email | Email address stored on the staff member’s profile. | No | |
Client ID | Unique identifier of the client associated with the transaction. | f9ba6f20-fec7-4945-b080-eb640155f9e1 | No |
Client external ID | Identifier for the client from an external system, if provided by the business. | 115543822 | No |
Client first name | The given name of the client. | Makayla | No |
Client last name | The family or surname of the client. | Lundy | No |
Item Quantity | The number of units of the item included in the transaction. | 1 | No |
List price | The listed unit price of the item before discounts, voucher adjustments, or business charges, in dollars. | 22 | No |
Report Caveats
There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.
Caveats | Details and Impact |
Commission tier thresholds are evaluated within the selected date range — changing the date range changes the tier | Tier-based commission rates are calculated based on cumulative commissionable sales within the date range applied to this report. If you change the date range, the tier threshold evaluation changes too — a staff member may appear to be in a higher or lower tier depending on how much of their sales is included in the filter. To accurately reflect payroll commission, the date range must match exactly the pay period used for payroll processing. |
Staff amendments create paired positive and negative line items | When a service is reassigned from one staff member to another, the system creates two amendment lines: a negative entry removing the sale from the original staff member, and a positive entry adding it to the new staff member. |
Refund clawbacks may deduct more commission than the staff member originally earned when Business Charges are involved | When a service is refunded, the commission clawback is calculated on the gross service amount — not on the commissionable amount after Business Charges were deducted. This means if a Business Charge reduced the original commissionable total, the clawback can exceed what the staff member was originally paid. This is confirmed expected behavior. When investigating a refund clawback that appears larger than expected, compare the Commissionable Total on the original Sale line against the Commissionable Total on the Refund line. |
Is Commissionable = false means no commission is calculated for that line — the line still appears in the report | All order line items appear in this report regardless of whether they are commissionable. Lines where Is Commissionable = false will show $0 for Rate and Commission. These may include item types that are excluded from commission by the business's configuration, or line items where no staff member was assigned. Use the Is Commissionable filter to isolate lines that contribute to earnings. |