Within Reporting, use the Commissions tab to create reports that incorporate both flat-rate and user specific commissions. Save your Commission reports and even create Widgets from the data within your report to then add to your Dashboard.
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 Invoice Status
Related Job
Related Job Status
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.