How to View Reports
Easily review your staff performance, sales, and revenue with the AOT.plus reports dashboard.
Marimar dela Torre
Last Update 3 jaar geleden
For any enterprise, the ability to view your sales, staff, payroll, earnings, and other data plays a critical role to manage your business. AOT is equipped with reports to help small businesses understand their performance.
Report
Reports help AOT customers to track various things, including sales, monthly earnings, and class popularity.
Note: Some reporting capabilities are under development, and new reporting is released on a regular basis.
Staff Payroll Report
On the Staff Payroll Report, an admin can generate a report consisting of the number of hours worked, classes taught, a commission earned, and other important details of their staff.
The report can be viewed as Payroll Summary Report (image 1.1a) and Detailed Report (image 1.1b). The report can be filtered by Pay Period, Location, or by Instructors. There is also an option to export the data to excel for further analysis.
Image 1.1a (Payroll Summary Report)
Information on the summary report:
Staff Name
- Active staff offering services
Pay Period
- The Pay Period covers the first to last day of the selected month
Total Hours
- Total hours spent providing services to customers.
Total Wages
- Total Wages is computed as the Staff member’s Hourly Rate x Total Hours rendered.
Total Commission
- Commissions are computed based on the Commission Amount received by each Staff member. Commissions are assigned to staff from the point of sale screen when selling a membership or other product to clients (sample image below). Please refer to the Sales help support for more details.
Total Pay
- Total Pay is computed as Total Wages + Total Commission.
Image 1.1b (Detailed Report)
Information on the detailed report:
Staff Name
- Staff providing services
Amount Due
- The amount due is based on the amount of service provided by the staff.
Transaction Date
- The Transaction Date is the date that the service was provided
Transaction Type
- The Transaction Type is the type of service (Appointment, Group Class, Series) that a staff member provides
Service / Product Name
- This is the name of the service provided or product sold (in the case of the commission received)
Duration
- The Duration is the amount of time spent providing the listed service
Rate
- The hourly rate is based on the saved hourly rate for the given staff member.
OT Rate
- OT rate is currently not supported. This will be updated in a future version.
Below are the quick steps on accessing your reports with AOT Booking system.
Step 1: View Your Reports
By default, it displays automatically the current month and summary report of staff with services offered.
Image 2.1a
Step 2: Filter Your Report
Filter desired output such as Pay Period, Location, or Instructors. Select each section by clicking the dropdown to see the list of choices (image 2.1b, image 2.1c, image 2.1d).
Once done, click the Apply Filters button to display the result (image 1.1d).
Image 2.1b (Pay Period)
Image 2.1c (Location)
Image 2.1d (Instructors)
Export an Excel File
An admin can export an excel file whether the summary or detailed report of the staff and services. Simply click the "Export to Excel" button on the right corner as seen in image 3.1a.
The file will be automatically downloaded to your device in this format Staff_Summary_Report.xlsx or Staff_Detailed_Report.xlsx (image 3.1b, image 3.1c).
Image 3.1a (Export to Excel)
Image 3.1b (Staff Summary Report)
Image 3.1c (Staff Detailed Report)
Still need help? Reach out to us anytime via live chat at the bottom of this screen. If we're not around, we will get back to you as soon as we can. You can also email us at [email protected].