Brokerage Engine Support

Active Agent Commission Schedules Report

Non-default report.  Available upon request only.


In this article, we'll cover how to locate and utilize the Active Commission Schedules Report. Please see details below.

Permission Level:  Branch Manager + Billing & Compliance

Report Details:

  • Primary purpose is to provide branch managers a read-only report of what active agent commission schedules are assigned to agents in their offices
  • User will only be able to see the offices they have been granted access too
  • Ability to filter by:
    • Agent(s)
    • Commission schedule name
    • Strategy type
    • Default plan
    • Office
  • Ability to sort by each column
  • Provides following critical information
    • Effective rate = Agents current commission split
    • Total Accumulation = Accumulation towards their tiers/levels
    • start/end date
  • Ability to export to csv/excel or download as PDF


***Reports available to Branch Managers can vary by client based on reporting configurations***

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