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:
- This feature is governed by the "Accessing Reports" access control settings
- Only location or company owners can use this feature.
- The "Create Snapshot" hyperlink will only appear if there is data available for the selected date range.
- If you modify any filters, the snapshot hyperlink will disappear. You must click Update to refresh the view; the hyperlink will then reappear to ensure the snapshot captures the most recent criteria.
- Please note that location and employee filters are ignored. The snapshot will always include data for all locations and staff, regardless of your current selection.
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.
Snapshot Tab
| 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. |
Related Articles:
- Setting up Employee Compensation
- Compensation for Services
- Compensation on Product Sales
- Compensation for Classes/Events
- Compensation on Membership Sales
- Compensation on Package Sales
- Compensation on Gift Card Sales
- Daily Compensation Report
- Compensation (by Pay Cycle) Report
- Comparison of the Daily Revenue Report, Daily Payments Report, and Daily Compensation
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