Active Agent Commission Schedules Report

Overview:

In this article, we will cover how to locate and use the Active Commission Schedules Report. The primary purpose of this report is to provide Branch Managers with a read-only view of all active agent commission schedules assigned to agents within their offices.

Permission Level:  Admin + Branch Manager + Agent Billing

Report Details:

• Users will only be able to view information for the offices they have been granted access to
• Ability to filter by:
  • Agent(s)
  • Commission Schedule Name
  • Strategy Type
  • Default Plan
  • Office
• Ability to sort by any column
• Key information provided:
  • Effective rate: The agent’s current commission split
  • Total accumulation: Progress toward their tiers/levels
  • Start/end date of each schedule
• Report can be downloaded as CSV/Excel or exported to PDF

Please find the available resources below.

Navigation:

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

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