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How to create a user report

in Reports Tags: ReportsUser Reports

To see user details and commission information, you can create a User report.

First, navigate to Reports in the main menu.

1. Under Summary Reports, click Users.

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:

– Managers (3): Results will only include users’ sales at desks and locations overseen by these managers.
– Locations (4): Results will only include users’ sales at those locations.
– Flags and Status (5): Results will only include sales that match these flags.
– Desks (6): Results will only include sales at those desks.

5. Click Generate Report (7). This will bring up all users who match the filters you specified, including their total bookings, commission, tips 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.

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