Commission Statement

Commission Statement

The Commission Statement report displays commissions received by agent.  This report can be used to generate commissions statements to agents who receive a fixed percentage of the commission amount.

Report Parameters

  1. Name
  2. Statement Date - The date you would like to appear on all statements

Report Results



Add

  1. Go to the Main Menu.
  2. Click Reports - Commission Statement.
  3. Enter a Name for the report.
  4. Enter an Agent Statement Date.
  5. Click NEXT.
  6. Select the commission statements to include in the report.  Statements with Pending commissions are not eligible.
  7. Click SAVE.

Edit

  1. Go to the Main Menu.
  2. Click Reports - Commission Statement.
  3. Click the box next to the report to edit.
  4. Click the edit icon  
  5. Make changes.
  6. Click SAVE.

Delete

  1. Go to the Main Menu.
  2. Click Reports – Projected vs Actual.
  3. Click the box next to the reports to delete.
  4. Click the delete icon .
  5. Click CONTINUE.

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