Articles on: Sales & Commissions

How to export sales and commissions report?

Exporting a general report



Exporting reports is a crucial aspect of tracking and managing your sales and commission data. This guide will walk you through the process of exporting general reports, reports for specific staff members, and reports for specific locations📍


A general report provides an overview of your sales and commissions within a specified date range. Here's how to export a general report:



➡️ Go to the Sales and Commissions page.
➡️ On the top left, select the date range you want to get the report for.



➡️ Click on the Export button.





Exporting a report of a specific staff member



If you need to generate a report specifically for a staff member, follow these steps:


➡️ Go to the Sales and Commissions page.
➡️ On the top left, select the date range you want to get the report for.



➡️ Click on the View button next to the staff member you want to get the report for.



➡️ Click on the Export button.







Exporting a report of a specific location



To generate a report specifically for a particular location or multiple locations, follow these steps:



➡️ Go to the Sales and Commissions page.
➡️ Click on the Location selection button in the upper left corner of the page.
➡️ Check the boxes next to the locations you want to get the report for.



➡️ On the top left, select the date range you want to get the report for.



➡️ Click on the Export button.




If you have questions or need help setting up, don't hesitate to reach out. You can find the chat bubble in the bottom right corner ❤️

Updated on: 01/11/2023

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