Salespath Commissions Report

The Commissions Report shows how much commission each salesperson has earned over a selected time period, broken down by commission type and location. Use it to verify payouts, audit individual performance, and export data for payroll.

Who can access this report

Note: If your salespeople should not have visibility into their own commission totals, you can turn the report off for that role. See Salespath User Roles and Permissions for instructions.

How to access the Commissions Report

1. Log into Salespath.
2. From the left navigation menu, click Reports.
3. Select Commissions.

Filters

Set your filters before clicking Run Report.

Once your filters are set, click Run Report to load results, then Export Report if you need a downloadable file.

Understanding the report

The Commissions Report displays one card per salesperson. Each card shows their commission totals for the selected date range and location(s), and can be expanded to show the individual transactions that make up those totals.

Salesperson card columns

Deferred Commission row

When deferred commissions are configured, the Commission Type table includes a dedicated Deferred row. This row shows the number of deferred transactions that have been accepted and the total commission earned on those transactions. The deferred total rolls up into the salesperson's Grand Total.

For more information about Deferred Commissions, see Deferred Commissions.

Transaction detail drill-down

Each salesperson card can be expanded to show the individual transactions that contributed to their commission totals, organized by location. Each transaction row includes:

Transaction detail modal

Clicking Details on any transaction row opens a modal with two panels

Transaction Details panel

• Type — Retail or Unlimited
• Lane — the pay lane
• Total — the full POS transaction amount
• Conversion — Yes/No, whether this transaction resulted in a new membership
• Commission — whether this transaction is Qualified or Disqualified for commission

Salesperson Information panel

• The salesperson's name and avatar
• Sales Time — the length of their presentation
• Audio Recording — a Play button to listen to the session audio directly from this modal

Invoice Details

• The actual POS line items and costs from this transaction — useful for verifying that the item name matches what's in your commission plan.

Action buttons

• Override Salesperson — reassigns the transaction to a different salesperson
• Disqualify / Qualify — removes or restores this transaction's commission eligibility without losing the audio recording
• Audit History — shows a log of any changes made to this transaction
• View Presentation — opens the full session presentation

How commission is calculated

The Commissions Report searches your POS transaction data for the time period and location(s) you've selected. For each transaction, it looks for line items whose names exactly match the commission items listed in your commission plan.

A few important things to know:

• Item names must match exactly. The name of the item in your POS must be identical to the name entered in your commission plan — character for character, including capitalization and spacing. For example, "Graphene Clean" and "Graphene Clean Club" are treated as two different items.
• Changes to commission plans apply retroactively. If you add or correct a commission item in your plan, running the report again will pick up any qualifying historical transactions. No manual reprocessing is needed.
• Commission is tracked per salesperson per location. If a salesperson works at multiple locations, make sure you've selected the correct location(s) in your filters.

Exporting the Commissions Report for payroll

The Commissions Report can be exported as a CSV file. The export breaks commission down by individual line item per salesperson, so you can audit exactly which plans and wash book items contributed to each payout without cross-referencing manually. Commission is also grouped by location.

To export:

1. Apply your filters and click Run Report.
2. Click Export Report.
3. A confirmation banner will appear: "Report queued for download."
4. Navigate to Reports > Report Exports.
5. Locate your export in the list and click Download.

Controlling what salespeople see

By default, salespeople can view their own Commissions Report. Two visibility controls are available to Tenant Admins:

Hide Commissions Report from salespeople Go to Settings > User Manager > Permissions and toggle on Hide Commission Report for the Salesperson role. This removes the report from their navigation entirely.

See Salespath User Roles and Permissions for a full list of adjustable role permissions.

FAQ

Q: A salesperson's totals are $0 or they're not appearing in the report at all. What's wrong?

The most common cause is that commission plan items haven't been configured for their specific location. Commission plans require items to be added per location — setting them up at one location does not carry over to others.

To check: go to Settings > Commission Plans, select the relevant plan, and confirm that commissionable items are listed for the salesperson's location. If they're missing, add them using Actions > Pull from POS (or add manually), then run the report again. The report will retroactively pick up any qualifying transactions once the items are saved.

Also confirm that the commission plan is assigned to the salesperson and that the item names in the plan match your POS line items exactly.

Q: The report is taking a long time to load. Is something wrong?

Not necessarily. The Commissions Report processes POS transaction data across all salespeople and locations in the selected date range, which can take time. The report loads progressively, so data will appear as it's retrieved — you can start reviewing results before everything finishes loading. If an export does not complete after an extended period, contact support@rinsed.co.

Q: Can I disqualify a transaction from commission without losing the audio recording?

Yes. Find the transaction in question either in the Commissions report or from Reports -> Daily Transactions, click Details, then click Disqualify. The transaction will be excluded from commission calculations but the salesperson's audio session remains attached. You can re-qualify the transaction the same way.

Q: Do former member re-activations count toward commission?

Yes, by default. If a former member reactivates and the POS line item matches a commission item in your plan, it will count toward that salesperson's commission totals. There is currently no automatic way to exclude re-activations unless they use a distinct plan name in your POS system. Contact Rinsed Support if this is a concern for your operation.

Q: Can commission plans be based on conversion rate instead of number of sales?

No. Graduating commission plans can only be structured around the number of memberships sold, not conversion rate.

Q: I updated a commission amount. Does the change apply to past transactions?

Because the Commissions Report searches transaction data dynamically each time it runs, changes to base or bonus amounts in an existing commission plan will be reflected retroactively when you re-run the report. However, if you create an entirely new commission plan (rather than editing an existing one), transactions processed before that plan was created will not be included.

Note that Salespath points are awarded going forward only — they are not applied retroactively.

Q: Do changes to deferred commission amounts apply retroactively?

Because the Commissions Report searches transaction data dynamically, changes to deferred commission amounts in an existing commission plan will be reflected retroactively when you re-run the report. Note that Salespath points and XP from deferred commissions are awarded at finalization and are not applied retroactively.

Related articles

• How to Create Salespath Commission Plans
• Exporting Reports in Salespath
• Salespath User Roles and Permissions
• How do you calculate your key data metrics in Salespath?
• Salesperson & Location Leaderboard Reports