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How to use the bookings report for franchise fees and franchisee takings
How to use the bookings report for franchise fees and franchisee takings

Learn how to filter exported booking data for monthly franchise reporting

Anni avatar
Written by Anni
Updated over 3 months ago

Use the bookings report export to track franchise fees and franchisee takings for a specific month. Filter the data to calculate the commission paid to HQ and the franchisee’s earnings after fees are deducted.

This article covers:


What’s new in the bookings report?

The CSV export now includes two key columns:

Spreadsheet columns showing Franchise fees and Franchisee takings columns.

  • Franchise Fees (Column L): This column hows the commission fee paid to the Franchise HQ.

  • Franchisee Takings (Column M): This column shows the total amount the franchisee receives after deducting the HQ commission fee.


Filtering your bookings report

  1. Select Bookings from the left-hand menu.

  2. In the Start Date and End Date fields, select the day of the month for which you wish to report using the calendar tool.

  3. Under Attendance Status, check the "Complete" box to only include fully paid bookings in the search.

  4. Select Search to update the results based on your filters.

  5. Select the Options drop-down, then Export bookings (CSV) to download your report.

  6. Find the downloaded file on your device and open it in your preferred spreadsheet application (e.g. Google Sheets, Excel).

  7. In the CSV, locate the Created column (usually Column D). Filter the dates to show only bookings created in the month you are reporting on (e.g., select all dates created in March for March data).

  8. Sum the values in Franchise Fees (usually Column L) to calculate the total commission paid to the HQ for that month’s bookings.

  9. Sum the values in Franchisee Takings (usually Column M) to find out how much you’ve earned after deducting HQ fees.


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