Commissions Report

Find out how to report on commissions, and what information you can see!

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Written by Paul Premachuk
Updated over a week ago

Reporting Commissions: You can report on the commissions applied to your jobs by accessing the ‘Commissions Report’ under the reports menu. The report will show you a detailed breakdown of every job, line item/value, employee, and the related commission name, percentage, and earned dollar amount. The report also has a helpful ‘summary’ section that will show you the commission totals earned by each related employee.

1. Under the Reports menu, click on the ‘Commission Report’ (under the ‘Operations’ reports section).

2. Filter the commission report using the ‘Appointment Date’ range. This will pull/display results based on the dates that the jobs are in your calendar. The appointment date filter is the best date filter to use in this report. The appointment date will provide you with the most consistent results based on the most practical date range of when the jobs were slated to be done in the calendar.

3. Click on the ‘Summary’ layout to view the earned commission totals per employee.

4. Export the report if needed by clicking the export button. If you open the export file, you will see both the summary of totals and the detailed breakdown of each earned commission in the results.

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