Agent Commission Anniversary Report

Overview:

In this article, we'll cover how to locate and use the Agent Commission Anniversary Report. Please find the available resources below.

Permission Level:  Admin

Report Details: 

• A helpful report to quickly locate commission schedule data associated with an agent, to include office, end date, name of commission schedule, and data for pending transactions along with close date. The transaction addresses serve as hyperlinks that  forward you to the Edit Transaction Page.
  
• This report uses the end date of the agents default commission schedule if plan is still active.
  
• Ability to view agents whose default commission schedule end date will be in the next 90 days
• Ability to view all agents default commission schedule end date by selecting [ALL]
• Ability to search by: 
  
  • Office
  • Agent
• Can sort each column on table
• Ability to export to csv/excel