Support Staff Gratuity Summary Report

Overview

The Support Staff Gratuity Summary report tracks service charges collected against individual therapists for the selected time period. 
 
This article covers the following sections:

When to Use this Report?

Use this report when you want to view a summary of the amounts that your therapists have earned as support staff gratuity or service charges.  

Important Notes

You should have configured Center level settings to automatically include mandatory service charges or support staff gratuity in all invoices. Read: Collect Service Charges from Guests 

Navigation

Follow these steps to run the report:

  1. Ensure that you are at the Center for which you want to run the report. 
  2. On the main menu.click the Reports tab.
  3. On the Reports Dashboard, click Employee Sales (from the filter). 
  4. From the list of reports, click Support Staff Gratuity Report. The report opens in a new tab.
  5. Make your selections in the filter criteria and click Refresh
  6. To export the report, click the Excel or .CSV icons. 

Filter Criteria

Criteria Options Description
Date
  • By Sale Date
  • By Collection Date
  • By Closed Date

Select the date on which a guest availed a service (sale date), the date on which the guest paid at least in part for a service (collection date), or the date on which an invoice (with at least one service) was closed.

Example: A guest may have availed a service on 12th April, may have paid partially for it on 19th April, and the invoice may have been finally closed on 19th June.  Based on the filter criteria you select, the report will take into account any one of these dates.  

Invoice Status
  • All
  • Open
  • Closed
Specify if you want to view data for Open, Closed, or All invoices. 
Job Drop-down list of all jobs available in your center.

Select the job for which you want to generate this report. 
Example: Select Therapist from the drop-down list to view the report.

Time Period

  • Today
  • Last 7 days
  • Last 14 days
  • 1 Month
  • 2 Months
  • 3 Months
  • 6 Months
  • Custom

Based on your requirement, from the drop-down list, select either today, last 7 or 14 days, 1, 2, 3, or 6 months.You can alternatively choose Custom from the list and specify custom dates.
Note: For custom dates, you can view data for a maximum date range of 6 months at a time.
Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August. 

 

Column Descriptions 

Column Descriptions
Employee Code Displays the unique identifier for the employee.
Employee Displays the employee name.
Service Charge Displays the amount that an employee earns as support staff gratuity or service charge in the selected time period.
Click the amount to view the Split Support Staff Gratuity Report that shows the invoices that contributed to the amount. Read: Split Support Staff Gratuity Report

 

 

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