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Compensation Snapshot

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. This feature is controlled by a hidden setting that can only be enabled by the MyTime team. To enable the snapshot feature, reach out to our Support Team at support@mytime.com

Things to note:

  • 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.

 Once the feature is enabled, you can:

  1. Navigate to Dashboard > Reports

  2. Under the Staff section, select the Compensation report

  3. Filter by a pay cycle with data

  4. Select the Update button

  5. Click on the Create Snapshot link in the top right corner above the export icons 14742311-900b853efc8f48a01cdacf880f4424ed.png

You will be directed to the snapshot tab on the report that displays all the snapshots that were taken.   14743728-8b38782ce5a36736d834448652c48758.png

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.
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