Report Name – Appointment Commission Report


How to Navigate to the Report     

  • Hover on Reports Tab and Click on Appointment Commission Report.


How to Filter Report to view Calculated Commission

  • Select the State, City or Center Name for which the calculated commission of the Appointments is to be viewed.
  • Click on From Date drop-down and select a date of Appointments taken from which the calculated commission of the Appointments is to be viewed.
  • Click on the To Date drop-down and select a date to which the calculated commission of the Appointments is to be viewed.
  • Select an Appointments Purpose from the Purpose drop-down for which the Appointment commission is to be viewed.
  • Select the Trainer from the Session Owner drop-down for whom the Appointment commission is to be viewed.
  • Under Processed drop-down, select ‘Yes’ if the processed commission is to be viewed or select ‘No’ if un-processed (Pending for the process) commission is to be viewed.
  • Click on Search to apply the selected Filters and view the Calculated Commission.


Trainer Commission Details

  • Name of the Trainer
  • Total Appointments are taken by the trainer
  • Total Revenue of the Appointments taken by the trainer
  • Total commission earned by the trainer.


Appointment Commission Details

  • Name of the Purpose of which the Appointments were taken by the trainer
  • The Category for the trainer for the Appointment purpose
  • The Commission Appointments-slab range for the trainer-category according to the number of Appointments taken by the trainer.
  • The commission earned according to the commission slab range.


How to view Appointment Details.

  • Under Trainer Details, click on the purpose-total Appointments to view the details of the Appointments taken by the trainer
  • Appointment Purpose, Total Appointments, Dates of Appointments, Names of the Members that attended the Appointment, membership and appointment-session revenue details will be mentioned for which the member attended the appointment.
  • Click on ‘Close’ icon to close the class.


How to Process Appointment Commission

  • Click on Process –drop-down and select ‘Yes’. Click on Submit
  • OR Click on the Checkbox against Total appointment - commission record for a trainer. And Click on the Bulk-process drop-down and Select Process commission Click on Submit.
  • OR Click on the Checkbox against the trainer-commission record. And Click on the Bulk-process drop-down and Select Process commission Click on Submit.
  • OR Click on the Checkbox against the Trainer Name column. And Click on the Bulk-process drop-down and Select Process commission Click on Submit.



تقرير عمولة التعيين

  • اضغط على تبويب التقارير
  • اضغط على تقرير عمولة التعيين
  • حدد مدير الحساب و الولاية و المدينة  و اسم المركز من المنسدلة
  • حدد نطاق التاريخ ( التاريخ من و التاريخ الى ) أو حدد فترة الوقت أي اليوم، الأمس، الأسبوع الماضي، هذا الأسبوع، الشهر الماضي او هذا الشهر.
  • حدد الغرض من المنسدلة
  • حدد صاحب الجلسة من المنسدلة  
  • حدد تم اجراء العمولة من المنسدلة   
  • اضغط على ابحث

 

سترى النتائج حسب المجالات المحددة في شكل التقرير و ايضا يمكنك ان تصدرها في اكسيل اذا كان لديك الوصول لتصدير البيانات.