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Employees summary

In this section, you can view the highest and lowest service revenues, therapists' revenue targets, employee check-ins, checkouts, and no-shows, total tips collected for services, and petty cash details for the day or during a date range.

  1. At the organization or center level, click the Reports icon.

  2. On the Reports page, search for and select the Employee summary report.

  3. Select the desired filters.

  4. Click Refresh.

Column description

Column

Description

Therapist Service Revenue

Therapists who generated the highest and lowest service revenues

Employee Product Revenue

Employees who generated the highest and lowest product revenues

Therapists vs Targets

If you have set monthly service revenue targets for your therapists, you can view the number of therapists who are on track and off track in meeting the targets.

Employee Attendance

Attendance of all employees in the current center

Tips

Total amount collected from guests as service tips

Petty Cash

Total cash added to the register or spent from the register for petty cash

Reconcile employee summary with other reports

Column in employee summary section

Other report

Reconciliation steps

Therapist Service Revenue

Therapist Earnings (Day)

  1. Export the Therapist Earnings (Day)report to Excel.

  2. Compare the Service Revenue column with the Therapist Service Revenue column.

Therapists vs Targets

Therapist Earnings (Month)

  1. Export the Therapist Earnings (Month)report to Excel.

  2. Compare the Proj Service Revenue (this is the projected service revenue of the month) and Target Revenue columns for each employee. You will get the number of employees who are on and off track in meeting the targets.

Employee Attendance

Employee Attendance

  1. Export the Employee Attendance report to Excel.

  2. Compare the Expected Checkin and Actual Checkin columns for each employee. You will get # On Time and #Late employees.

  3. For #No Show, filter the Actual Checkin column to display blank fields. From this list, filter the Status column to display Working. You will get #No Show employees.

Tips

Sales - Invoices

  1. Export the Sales - Invoicesreport to Excel.

  2. Compare the Tips column with the Tips column.

Petty Cash

Daily Petty Cash Details

  1. Export the Daily Petty Cash Detailsreport to Excel.

  2. Compare the Receipts and Expenses column with the Receipts and Expenses columns.