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Locate - Partner Reports:
- Commission Report - Partner: Dashboard
- Payout List: Booking > Payout List
Locate - Admin Reports:
- Commission Report - Admin: Reports > Commission
- Activity Log: Reports > Account Activity
- Transactions Report: Reports > Transactions
Prerequisites:
- Partner account (to access Partner Reports)
- Admin permissions or restricted permissions to view reports from an Admin or Staff perspective.
- The Partner Accounts feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
New to the Partner Accounts? Please start with the first article in this series: Partner Accounts: Introduction.
Reporting on commissions for Partners
Back to topFrom their Dashboard, a Partner is able to view bookings made with their unique Partner ID, including an up-to-date status on payouts.
Reporting on payouts for Partners
Back to topThe Payout List (Booking > Payout List) provides Partners with a list view of commission-eligible items/products and the payouts they can expect to receive.
Reporting on commissions for Admin/Staff
Back to topOn the Administrative end, a Commission Report can be viewed from the main menu when logged in as an Administrator. The view is similar to that of the Partner, but as an Admin, you have the ability to 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.
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Learn more about the Commission Report here: |
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Please note, commission payments must be handled outside of Checkfront, as there is not currently a feature for paying these directly through the system. |
Reporting on Partner account activity for Admin/Staff
Back to topPartner activity can also be monitored through the Account Activity report (Reports >Account Activity).
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Learn more about the Accounts Activity report here: |
Viewing bookings assigned to Partners for Admin/Staff
Back to topSeveral reports support adding Partners as a column to allow tracking of Partner bookings and for sorting capability.
- Booking Index
Back to topThe Booking Index (Reports > Booking Index) can have the Partner Account column added when editing the columns that display in your view.
For bookings that are attributed to a Partner, the Partner's Nickname shows in the column.
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Learn more about the Booking Index and editing columns here: |
- Transactions Report
Back to topThe Transactions (Reports > Transactions) can have the Partner Account column added when editing the columns that display in your view.
For bookings that are attributed to a Partner, the Partner's Nickname shows in the column.
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Learn more about the Transactions report and editing columns here: |
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Additional areas also support viewing the source of a booking, which includes Partner accounts. Learn more here: |
< Viewing the commission breakdown from the booking invoice |