Within Reporting, use the Commissions tab to create reports that incorporate both flat-rate and user specific commissions.
To learn more about FieldPulse's commission structure, click here.
Create a Commission Report
Step 1: Date Type
Choose one of the following options:
Related Record Created Date: This refers to the date associated with the Estimate or Invoice record.
Invoiced Date: This is the date when the Invoice was sent to the customer.
Step 2: Date Range
Select the start date for the reporting period. Click on the calendar icon to choose a preset date range, then click Load Data.
Today: From 12:00 AM to the current time
Yesterday: Previous day from 12:00 AM to 11:59 PM
This Week: From Monday through Sunday of the current week
Last Week: Previous week
Last 7 Days: Previous seven days, including today
This Month: From the first of the current month to the current day
Last Month: Entire month before the current month
Last 30 Days: Previous 30 days, including today
Custom: Use the calendar to select start and end dates
Step 3: Columns
Select the columns to include in your report by clicking Columns. Commission reports include these columns by default:
Commission Recipient
Commission Type
Commission Name
Related Grouping
Commission Amount
Commission Description
Added By
Added Date/Time
Related Estimate
Related Invoice
Related Job
Related Customer
Use the check boxes to decide which columns you wish to include in your report.
Group by Commission Recipient & Related Job
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.