The Activity Report presents all the Invoiced items or redeemed passes grouped by provider or salesperson - regardless of Payment status.
What can you use this Report for?
Generate this report to calculate staff salaries and commission on sales and to evaluate activity performed by Providers and Salesperson.
Filters and Options
| Filters | Description |
| Date | Items invoiced (or dated) within the timeframe. |
| Location | Invoice Location item is invoiced in. |
| Staff | Items attributed to selected Staff Members (provider or salesperson) to be included in the report. |
| Show Adjustments | If ticked, Adjustments processed to item totals matching the filters will be displayed. |
| Include Ad-hoc Invoices | If ticked, Ad-hoc Invoices that have not been allocated to a provider or salesperson will be grouped under the heading 'Ad-hoc'. |
| Payers | Items in invoices attributed to selected Payers will be included in the report. |
| Services | Services to include in the report. |
| Classes | Classes to include in the report. |
| Inventory | Inventory items to include in the report. |
| Passes | Passes to include in the report. |
| Redemptions | Redemptions of Passes to include in the report. |
| Others | Other items to include in the report. |
What is displayed in the report?
- The Summary table lists the total amount invoiced or redeemed for each type of items with sales tax details.
- Below is a summary table for each provider with the total amount generated per type of item and a detailed table of each item invoiced or pass redeemed.
| Column | Description |
| Date | Item date. |
| Location | Invoice Location. |
| Client | Name of the Client the item was invoice to. |
| Case | Title of the Case the item was invoice for. |
| Item | Name of the invoiced item. |
| Type | Type of the invoiced item. |
| Invoice | Invoice number. |
| Invoice Date | Date of the invoice. |
| Invoice Type | Addressee of the invoice (Private or third-party payer). |
| Account Code | Accounting Code in the items setup page. |
| Net | Total amount invoiced for the item (excluding sales tax). |
| Discount | Discount amount applied to the item price. |
| Sales Tax | Sales tax added to the item’s total amount. |
| Amount | Total amount invoiced for the item (including sales tax). |
| Nominal | Nominal value set for Pass Redemptions. |
Tips and Tricks
- Selecting all Passes and all redemptions can lead to adding the same amount twice (Pass sales price and redemption nominal value).
- When ticking 'Show Adjustments', adjustments will be shown in a separate row with the specific date the adjustment was processed.
- If there are Ad-hoc Invoices that have been allocated to a provider or salesperson, they will appear in the provider or salesperson's list of invoices without needing to have the 'Include Ad-hoc Invoices' option ticked.