Technician Commissions (New)
Serhii Toropov avatar
Written by Serhii Toropov
Updated over a week ago

The Technician Commissions (New) report shows the amount of commission due to your employees for a particular period. 

Required Subscriptions:

  • Feature: TechnicianNewCommissionsReport

To generate the report, on the Reports tab, click Technician Commissions (New), and then in the Search pane, enter the appropriate filter settings, and click Search.

  • Area allows searching invoices with services assigned to employees from a particular area. 

  • Team allows searching invoices with services assigned to employees from a particular team.

  • Employee allows searching invoices with services assigned to a particular employee. 

  • Date To and Date From allow searching invoices created within a particular period.

Tip You can click the arrows in the column headers to sort the report data by the first name or the last name of employees, as well as by commission amount. 

Tips 

  • Click the Export icon on the toolbar to export the report to PDF, MS Word, MS Excel, CSV, or TIFF file. 

  • Click the Next Page icon on the toolbar to show the next page of the report. 

  • Click the Previous Page icon on the toolbar to show the previous page of the report.

  • Click the Last Page icon on the toolbar to show the last page of the report

  • Click the First Page icon on the toolbar to show the first page of the report. 

  • Click the Back icon on the toolbar to return to the main report if you clicked a link in the report to view subsets of the report data.  

To see the detail information on commissions of a particular technician, click the first name or the last name of the appropriate employee.

The report includes the following columns: 

  • Invoices Date 

  • Invoice # lets you click the link to show invoice details.

  • Invoice Type

  • Customer

  • Work Order # lets you click the link to show work order details.

  • Work Order Type

  • RO# 

  • Invoice Gross shows invoice amount and service amount with surcharges (if any). 

  • Invoice Net shows invoice amount and service amount with surcharges (if any) and discounts (if any).

  • Comm shows commission amount per invoice and per service.

Tip You can click the Commission Profile link next to each service to see the details of commission profile and rule based on which commission amount was calculated.

To see the invoice details click the Invoice # link.

To see the work order details, click the Work Order # link. 

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