Transaction Bonus Report

Overview:

How to Locate and Run the Bonus Report

This article explains how to locate and run the Bonus Report, which is designed to track company dollar earned from additional income entered through the Bonus function.

The Bonus function can be used to record various types of additional income. The most common use case is for client-paid transaction fees that are collected in addition to the standard Gross Commission Income (GCI).

Permission Level Required: Admin + Commission

Report Details

The Bonus Report includes the following features and information:

• Displays: Property Address, Close Date, Bonus Name, Side of Deal, Total Bonus Amount, Brokerage Gross, and Net amounts related to the Bonus

• Filters:

  • Pre-set or custom date ranges (based on Close Date)

  • Bonus Name (e.g., search by a custom name like "Admin Fee")

  • Specific property address

• Export Options:

  • Export to CSV/Excel

  • Download as PDF

Navigation:

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