Commissions Report

The Commissions Report is a cash flow report that can be generated for "Commission Paid" or for "Receivables". To properly run the Commissions Report, ensure the following is set:
 

• The Funds Received date for a fee must be entered on the Commission screen.  
   

• The status of the deal must be set to Paid or Complete. See About the Deal Status for more information.

To create a Commissions Report, complete the following steps:

1. Click the Reports tab to open the Reports screen.
    

2. Click the Commissions Report link. The Commissions Report Criteria screen appears.
   
   
    

3. Enter your filter criteria in the available fields.
   
   Level indicates the level (Agent, Group, Region, or Firm) to run the report from. Depending on your user rights, not all levels may be available. The dropdown beside level displays options based on what is selected for Level. For example, if Region is selected in Level, the adjacent drop-down displays a list of Regions you have access to.
   
   For Cashflow, select either Paid or Receivable.
    

4. From the Group By drop-down, select how the data in the report are to be grouped and subtotaled. Your options are Deal Status, Mortgage Type, Lender and Agent. Checking the Page Break check box separates each group by a page break.
    

5. From the two Sort By drop-downs, select how the data in the report are to be sorted.
   
   

6. From the Format drop-down select if the report is to be generated as a PDF file or a CSV file (for opening in Excel).
    

7. Click the Run Report button. The report opens in a separate window, from which you can print or save.