Managing team commissions & sales reporting

As a team owner or team member who has been granted access to team reporting, you can view the commissions and sales details for yourself, individual team members, and your overall agency, right from the Commissions & sales report tab. From this report, you can search for specific payments, update details such as expected or collected commissions, and export the data as needed.

Accessing team reporting

Team reporting can be accessed on the Commissions and sales report tab. Once open, you can determine which report you'd like to view (your own, individual team members, or overall agency) using the drop down at the top of the screen: 

Searching and updating commission details

Once you've selected the which report you'd like to view, you can navigate to the Details tab and use the provided filters to search for specific transactions: 

Once you've located the correct payment, you can then edit details such as the supplier, booking date, expected agency and agent commission (and more!) using the blue pencil icons next to those fields:

Exporting commissions and sales reporting

If you would like to export reports for your team, first use the dropdown seen at the beginning of this guide to select who you want to run reporting for. Then navigate to the report tab you would like to export. 

The export tool can be found on the right-hand side of on the Details tab:

Or, on the left hand side of the report for all other tabs (excluding the Summary tab):