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How to create a desks report

in Reports Tags: Desks ReportsReports

To see desk sales and commission information, you can create a Desks report.

First, navigate to Reports in the main menu.

1. Under Summary Reports, click Desks.

2. Specify a date range by clicking the date field (1). You can choose from This Month, Last Month, Last 6 Months or a Custom Range of dates. This Month includes the current calendar month to date, not the last 30 days.

3. Select whether the date being searched is the “created on” date or the “booked for/used” date (2).

4. Fill out your optional search criteria:

– Flags and Status (3): Results will only include sales that match these flags.
– Users (4): Results will only include sales from these users.
– Managers (5): Results will only include sales at desks in locations overseen by these managers.
– Locations (6): Results will only include sales at those locations.
– Inventory (7): Results will only include sales of this inventory.
– Service Provider (8): Results will only include sales of inventory assigned to these service providers.

5. Click Generate Report (9). This will bring up all desks which match the filters you specified, showing their total bookings, commissions and sales numbers.

At this point you can manage the fields of your report, print it or export it to an Excel .csv file. You can also click any line to view the relevant booking’s details.