Active Agent Commission Schedules Report

Non-default report.  Available upon request only.

Overview:

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

Navigation:

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

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