Employee summary report
The Employee summary report helps users measure employee servicing and sales performance for a given day. The Employee summary report includes four sections:
Service details: Services rendered by the employee on a given day
Product details: Products sold by the employee on a given day
Summary: Summary of product and service sales made by the employee on a given day
Guests by gender: Number of guest visits listed according to the gender
Calculated hours: The hours calculated
Productivity by hour: An employee's productivity by services performed and products sold
You can print these sections individually, using a receipt printer.
Note
By default, commissionable revenue calculations now include deductions in the Service Details, Summary, and Productivity sections. If needed, you can enable this setting to exclude deductions. For more information on how to do this, refer to the Configure Commission Slabs article.
Owners and managers can access this report by default. Other users can access this report, if they have the Employee Summary Report permission.
On the Reports Dashboard, search for, and select Employee Summary. Alternatively, from the Appointment Book or Queue view, click the Reports button, and then select Employee Summary.
Note
When you navigate to the report from Appointment Book or Queue view, you will not be able to change the center.
Select the date range, if required. You can choose the report to show the summary of a specific day, or for a range that you select.
Select the employee.
Click Refresh.
Impacts and considerations
Accurate numbers are available only after checkout.
When an employee looks at their summary before a day's checkout, an estimated value is presented before them, calculated until that point in time. Accurate numbers are available only after checkout.
If an employee checks the report after the center close time, without actually checking out, an estimated value is presented considering the center end time as the checkout time.
When you have no production-hours (in case of work task enabled organizations) or no actual hours (in case of other organizations), the revenue will be zero.