Schedule Commission Reports in DataNow

Description: This article walks through how to effectively use the Item Sale Commissions report and the Approved Offline Orders dataset as part of your payout process. It includes key tips, scheduling recommendations, and setup requirements to make sure your data is accurate and actionable.

Key Tips for Reviewing Commission Data

Understand How Commissions Are Calculated

Each commission value is calculated using this formula:

Net Sales × Commission Rate

Make sure you’re applying the correct commission percentage per employee, item, or business rule to avoid discrepancies in payout.

Narrow Your View with Filters

Use the available Location and Item Name filters to zero in on a specific location, or set of products. This makes it easier to review and validate data without sorting through unrelated information.

Setup Required to Enable Commission Reporting

If you're planning to use this workflow in a new location setup, you'll need to take one extra step:

• Create a new Location in Canopy
• Update its External Ref ID by adding either -HAWKER or -COMMISSION at the end
• Commission rates are pre-defined as Rate 1 (5%), Rate 2 (10%), or Rate 3 (15%), and can be configured per venue. Reach out to support if you need to verify or update your assigned rates.

This identifier flags the location for inclusion in the commissions logic and ensures accurate reporting.

What to Know About Offline Orders

Offline orders that haven’t been uploaded can cause gaps in your commission totals. Here’s how to manage that:

• Watch for Unsynced Data
  Transactions stuck in offline mode won’t show up in your commission report until they’re fully approved and synced.
• Monitor Repeated Offline Use
  If certain devices consistently generate offline orders, that might point to a connectivity issue worth addressing.
• Know When to Hold Off
  If you're seeing a high number of pending offline orders, wait to review commissions until syncing is complete to avoid incorrect totals.

Scheduling a Weekly Commission Report (Optional)

For teams conducting weekly commission audits, automating delivery of your report provides consistency and accuracy in review workflows.

Recommended Format

Choose the CSV file format when setting up a recurring delivery. CSV is preferred for audit-friendly review—it’s lightweight, easy to open in Excel or Google Sheets, and simple to share.

Date Range Best Practice

Use a relative date filter like "Last 7 complete days". This ensures the report only includes fully closed days — avoiding issues caused by partial reporting or data that hasn’t finished syncing.

Example

If your commission week runs Monday through Sunday, schedule the dashboard delivery to execute on the following Monday. It will capture a clean, finalized snapshot of the previous full week for audit or approval.

Pro Tip

Before finalizing payouts, cross-check this report with the Approved Offline Orders dataset to catch any transactions that haven’t synced yet.

Scheduling Process in DataNow

1. From within the Commissions report, open the three-dot menu in the top-right.
2. Select “Schedule delivery” to set up a new recurring schedule or review existing ones.
3. Configure:
   • Recurrence (e.g., weekly)
   • Destination method (Email, CSV to SFTP or S3 Bucket)
   • Filters and message content

   • Timezone and delivery title as needed

     

4. Save the schedule.