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How to create a managers report

in Reports Tags: Managers ReportsReports

To see managers’ sales and commission information, you can create a Managers report.

First, navigate to Reports in the main menu.

1. Under Summary Reports, click Managers.

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.
– Locations (5): Results will only include sales at those locations.
– Desks (6): Results will only include sales at those desks.

5. Click Generate Report (7). This will bring up all managers which match the filters you specified, showing the total bookings, commissions and sales numbers from the sources you’ve specified.

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.

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