On the Compensation by Pay Cycle report, you have the ability to save a copy of the data and download it later as a CSV.
Things to note:
- The manual snapshot feature is available by default on all merchants
- The snapshot is only available to location/company owners.
- If you filter by a date range with no data, the option to generate the snapshot will NOT be visible.
- The snapshot button is visible as long as you don't change filters - If you change filters, the button will disappear but will reappear after you click the Update button. This was done to avoid confusion and make sure that you understand what data is being snapshotted.
- The snapshot ignores the location and employee filters - So if loc 1 and staff A are selected, when the snapshot is generated it will display data for all locations and staff members.
To manually take a snapshot:
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Navigate to Dashboard > Reports
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Under the Staff section, select the Compensation report
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Filter by a pay cycle with data
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Select the Update button
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Click on the Create Snapshot link in the top right corner above the export icons
You will be directed to the snapshot tab on the report that displays all the snapshots that were taken.
Snapshot Tab
| Column | Description |
|
Created |
The date and time the snapshot was triggered |
|
Staff |
Name of the staff member who triggered the snapshot |
| Filters | The date range and filters that were selected when the snapshot was generated |
| Summary |
When exported, the snapshot will show all staff members' total revenue and commission amount for the date range you selected. "Generating" will be displayed if the snapshot is not finished processing. Excel export icon will be displayed once finished processing |
| Detailed |
When exported, the snapshot will show details such as each ticket, client associated with the transaction, appointment numbers, commission earned, etc.). "Generating" will be displayed if the snapshot is not finished processing. Excel export icon will be displayed once finished processing |
| Delete | Allows you the ability to delete the snapshot. Once selected, a confirmation pop-up will appear. |