Reporting on Partners (commissions, payouts, bookings, transactions, and activity)

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Learn how to report on Partners, including reporting on payouts for Partners and reporting on commissions, partner account activity, and bookings for Admin/Staff.

New to Partner accounts? Please read the first article in this series: Introduction to Partner accounts.

Looking for information on Staff or Customer accounts? Check out the following articles:

• Introduction to Staff accounts
• Introduction to Customer Accounts

 

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Accessing the features mentioned in this article

Where can I find this feature using the top menu? 

Partner Reports:

• Commission Report - Partner: Dashboard
• Payout List: Booking > Payout List

Admin Reports:

• Commission Report - Admin: Reports > Commission
• Activity Log: Reports > Account Activity
• Transactions Report: Reports > Transactions
  
  

What more do I need to use this feature?

• Partner account (to access Partner Reports)
• Admin or restricted permissions to view reports from an Admin or Staff perspective.
• Our Android and iOS mobile apps do not support Partner Accounts. Partners must use their desktop or mobile browsers to access accounts.
  
  

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic items version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products).  → Learn more about products

 

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From their Dashboard, a Partner can view bookings made with their unique Partner ID, including an up-to-date status on payouts.

 

 

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The Payout List (Booking > Payout List) gives Partners a list view of commission-eligible items/products and their expected payouts.

 

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On the Administrative end, a Commission Report can be viewed from the main menu when logged in as an Administrator. The view is similar to the Partner's, but as an Admin, you can mark a commission as Paid.

To do this, first, check off the bookings you wish to mark as Paid.

Next, click the Paid control to mark the commission as Paid. This will update the Commission Status.

You can also do the reverse with the option to mark the commission as Owed if the status is updated in error.

Learn more about the Commission Report here: Reporting on Partner commissions via the Commission Report

 

Please note commission payments must be handled outside of Checkfront, as there is not currently a feature for paying these directly through the system.

 

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The Account Activity report (Reports >Account Activity) can also monitor Partner activity.  

 

Learn more about the Accounts Activity report here: Reporting on account activity

 

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Several reports support adding Partners as a column to allow tracking of Partner bookings and for sorting capability.

 

Add the Partner Account column to the Booking Index (Reports > Booking Index).

The Partner's Nickname shows in the column for bookings attributed to a Partner.

 

Learn more about the Booking Index and editing columns here: Introduction to the booking index

 

Add the Partner Account column to the Transactions (Reports > Transactions).

The Partner's Nickname shows in the column for bookings attributed to a Partner.

 

Learn more about the Transactions report and editing columns here: Reporting on transactions

 

Additional areas also support viewing the booking source, including Partner accounts. Learn more here: Getting Started with Reporting: FAQ

 

 

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< Viewing the commission breakdown from the booking invoice  | Exporting Partner Accounts >

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