If you have agents or a reservation team that earns commission for reservations they place, you can use the Reservations List to generate a commission report. The Reservations List allows you to generate a report filtered by the staff member/agent who placed the reservation.

To generate the report, you must first:

Add the reservationist or agent as a staff member.
Assign the reservationist or agent as the staff user assigned for the applicable reservations.

Once you have completed these steps, you can generate the commission report by filtering the Reservations List by the staff member/agent.

Create the agent/reservationist as a staff member

First, you'll need to make sure the agent or reservationsit is added as a staff member in your system.

To do this, go to:

Global Settings > Settings Assistant
Select "System Users & Permissions" from the "Account Setup" menu
Click the "Add+" icon to add a new staff member and fill in the details

Assign against the reservation

Now you can assign the applicable staff member against the reservation. To do so:

Locate the applicable reservation > Open the Reservation Folio
From the header, specify the staff member

Generate the report

To generate a commission report for the agent/reservationist, go to:

Reservations > Reservations List
Select the "Field Chooser" icon and enable the "Staff User Assigned" column by clicking the checkbox

This will add the staff user assigned column to the reservation grid. You can then apply your desired date range and additional filters to customize the data.

For example, to generate a monthly commission report for a particular reservationist, you can apply this month as the date range and include the financials. To do this, click the Search & filters button and apply the criteria:

The reservation grid will reload with the additional data. To filter by a specific staff user, click the staff user assigned column and select the staff member.

Now, you'll only see the reservations that have been assigned to this staff member.

The Reservation List shows the total PMC commission, so you may need to export the report to Excel to calculate the agent/reservationist's commission.

You can also save your report in the system to reuse anytime. For more on this, please click here.