Compensation Snapshot

Modified on Wed, 8 Jan at 5:22 AM

The Compensation by Pay Cycle report allows you to save a copy of the data and download it later in CSV format for easy access and analysis.

Things to know:

Only location or company owners have access to this feature
If the selected date range has no data, the option to generate a snapshot will not be visible
The snapshot button remains visible unless filters are changed. If filters are modified, the button disappears but will reappear after clicking the Update button. This ensures clarity about the data being captured in the snapshot.
Location and employee filters are ignored when generating a snapshot. For example, even if Location 1 and Staff A are selected, the snapshot will include data for all locations and employees.

To manually take a snapshot:

Navigate to Dashboard > Reports
Under the Staff section, select the Compensation report
Filter by a pay cycle with data
Select the Update button
Click on the Create Snapshot link in the top right corner above the export icons

You will be directed to the snapshot tab on the report that displays all the snapshots that were taken.

Column	Description
Created	The date and time the snapshot was triggered
Staff	Name of the staff member who triggered the snapshot
Filters	The date range and filters that were selected when the snapshot was generated
Summary	When exported, the snapshot will show all staff members' total revenue and commission amount for the date range you selected. "Generating" will be displayed if the snapshot is not finished processing. Excel export icon will be displayed once finished processing
Detailed	When exported, the snapshot will show details such as each ticket, client associated with the transaction, appointment numbers, commission earned, etc. "Generating" will be displayed if the snapshot is not finished processing. Excel export icon will be displayed once finished processing
Delete	Allows you the ability to delete the snapshot. Once selected, a confirmation pop-up will appear.