Your Commission Detail report breaks commissions down line by line. Every part, labor item, and tire that earned someone a commission gets its own row — one row per line item, per person who earned commission on it. You see who earned it, which order and vehicle it's on, the part or labor name, whether it's a Part / Labor / Tire commission, what share of the line item's commission that person gets, the rate that was applied, the dollar amount earned, and the post-discount price of the line item itself.
Filters
| Filter | Default | What it does |
|---|---|---|
| Countries (HQ only) | Your own country | Narrows which locations you can pick from below |
| Locations (HQ only) | Every location in the country above | Which shops' commissions show up |
| Created Date | Last month | This is the report's default time filter, and it uses the date the order was created, not when it was invoiced or paid. If you want to see commissions for work you invoiced last month, switch to Invoiced Date below and clear Created Date |
| Order Status | All statuses | Limit to Estimates, Repair Orders, or Invoices |
| Invoiced Date | Not applied | The date the order was invoiced. Turning this on excludes any order that hasn't been invoiced yet |
| Paid Status | All | Paid, Unpaid, or Partially Paid |
| Fully Paid Date | Not applied | The date the order was fully paid off. Turning this on excludes orders that are still unpaid or only partially paid |
| Users | Everyone | Pick a specific technician or service writer |
| Roles | All roles | Service Writers and / or Technicians |
| Commission Types | All types | Part, Labor, Tire |
Date Filters
Commission Detail's primary date is Created Date — "show me commissions on orders created in this period." Most people reconciling commissions want Invoiced Date — "show me commissions on orders invoiced in this period." Those two windows don't always overlap. If you ran an order in March and invoiced it in April, it lives in March on Created Date and April on Invoiced Date. Neither is more "correct" — they answer different questions.
Understanding Each Number
| Card or Column | What it means | What it doesn't include | When it's useful | Notes |
|---|---|---|---|---|
| Total Commission card | The total dollars of commission earned across everyone in the current view | Tax — commissions come from post-discount, pre-tax retail | Checking overall payout for a period or for a specific technician | Should equal what you get by adding up the Commission Amount column |
| Total Retail card | The post-discount value of the line items that produced these commissions, counted once per line item no matter how many people are assigned to it | Fees, subcontracts, EPA, shop supplies, discounts applied above the line-item level, and any line item that didn't earn someone a commission | Sanity-checking what slice of your revenue actually paid out commissions | This number will not match what you get by adding up the Retail Amount column by hand — see the FAQ below |
| User | The person earning this commission | — | Finding all the items one person earned on | Former employees still appear if they earned commissions during the period |
| Role | Service Writer or Technician | — | Splitting views between SW and tech payouts | — |
| Order # | The order this came from; click it to open the order | — | Drilling in to see the full invoice | — |
| Line Item Name | The name of the part, labor, or tire | — | Understanding what work generated this commission | — |
| Commission Type | Part, Labor, or Tire | — | Separating labor commissions from parts commissions | You'll only see Tire rows if your shop has tires commission set up |
| Commission Assignment | The share of the line item's commission this person gets — 100% if they're alone, 50% split with one other person, and so on | — | Understanding split-labor jobs | If two techs worked on something but only one has a commission plan, the one with a plan shows 100% even though both worked the job — the unassigned one just doesn't earn anything. See FAQ |
| Commission Rate | The commission rate (%) applied to this specific line item for this specific user | — | Verifying the right plan rate was applied | Shows 0% if either the retail was 0 or the stored commission was 0 |
| Commission Amount | The dollars this person earned on this one line item | — | Verifying an individual payout | This is a saved value — it was calculated when the order was saved. If you change a plan rate later, it does NOT rewrite this row |
| Retail Amount | The post-discount line-item price multiplied by how many people are assigned — so a $200 labor split across 2 techs shows $200 on each tech's row | Fees, subcontracts, EPA, tax | Spot-checking the line item's price | Summing this column by hand will overshoot the Total Retail card because each line item appears once per person. Use the Total Retail card for true line-item totals |
This is the drill-down companion to your Commission Summary report. Summary gives you one line per person; Detail shows the individual items that rolled up into each person's total — so you can spot-check payouts, verify a specific order, or find why a tech's total moved.
Selecting a user’s name on a row in the Commission Summary report will take you to the Commission Detail report, using the same filters selected in the Commission Summary report.
Common Questions
Q: Why doesn't Total Retail match when I add up the Retail Amount column? A: Because they're counting differently, and both on purpose. The Retail Amount column multiplies by the number of people assigned to each line item — so a $100 labor split between 2 techs shows $100 on each row ($200 total). The Total Retail card counts each line item once no matter how many people are on it ($100 total). Use the card when you want the true line-item total; use the column when you want to see what each person's retail share looks like in their row.
Q: Why is one of my technicians missing from the report? A: The report only shows people who have a commission plan configured. If a tech was assigned to a job but doesn't have commission set up in their profile, they won't have rows. Check Settings → Users → that person → Commission.
Q: Why does Commission Assignment show 100% when I know two techs worked on the job? A: Only one of the two techs has a commission plan set up. The other tech is on the job's assignments, but without a plan, they don't earn commission and don't show up on this report. The person who does show up gets 100% of the commission pool for that line item. If you want the work split 50/50, both techs need commission plans.
Q: Why is a deleted user still showing up? A: If that user earned commissions during the period you're looking at, we preserve the history so your totals still add up correctly. Deleted users can't earn new commissions going forward, but their past rows stay.
Q: Why don't my numbers match my Commission Summary report? A: For Total Commission, they should match when you're using the same filters — if they don't, double-check both reports have the same date range, locations, and user / role selections. For Total Retail, the two reports can legitimately show different numbers. Commission Summary adds up retail across every individual commission record (so a line item with 2 techs + 1 service writer counts its retail three times). Commission Detail's Total Retail card de-duplicates and counts each line item once. Detail's number is generally the truer line-item total.
Q: I changed my commission plan rate but old orders still show the old rate. Is this a bug? A: No — commissions are calculated and stored when an order is saved. Plan rate changes apply to new work, not existing orders. If you need to apply a new rate to an existing order, re-save the order with the new plan active.
Q: Why don't I see any tire commissions? A: Either nobody earned tire commissions in this period, or your shop hasn't set up a tires commission plan. Check Settings → Shop → Commission → Tires.
Q: Why isn't an order showing up at all? A: The most common reasons, in order: (1) the order is outside the current date filter — remember, the default is Created Date Last Month, so check whether Invoiced Date would be more accurate; (2) nobody assigned to the order had a commission plan; (3) the line items are on a service that was hidden, marked not recommended, or not authorized; (4) the order is archived or read-only.
Tips for Getting the Most Out of This Report
- Pick the right date mode for the question you're asking. "What did we generate in commissions on orders we created last month?" → Created Date. "What commissions tied to orders we invoiced last month?" → clear Created Date, set Invoiced Date. "What commissions on orders that actually got paid last month?" → clear Created Date, set Fully Paid Date and / or Paid Status = Paid.
- Use the Order # link to double-check anything surprising. Every row links back to the order — if a commission amount doesn't look right, click into the order and check the line item's Price and the Commissions view on the order.
- Reconcile by opening Commission Summary alongside this report. Summary tells you each person's total; Detail tells you which line items make up that total. When someone has a question about their paycheck, it's usually easier to start in Summary, find their row, and then open Detail filtered to just them.
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