Missing Commission

Missing Commission

The Missing Commission report shows a history of imported commissions for a carrier. It provides a lookback to determine if commissions are missing on a specific policy. Only policies with a comp plan linked to them are included in the report.

Click the attachment below for a sample Missing Commission report.

Report Parameters

  1. Name
  2. Carrier
  3. Display Results – All Policies, Missing Commissions Only
  4. Start Date
  5. End Date – results available up to 10 years.

Report Results





Add

  1. Go to the Main Menu.
  2. Click Reports – Missing Commission.
  3. Click ADD REPORT.
  4. Enter a report name.
  5. Select a Carrier.
  6. Select a Results to Display.
  7. Enter Start Date.
  8. Enter End Date.  A maximum of 10 years is available.
  9. Click SAVE.

Edit

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

Duplicate

  1. Go to the Main Menu.
  2. Click Reports – Missing Commission.
  3. Click the box next to the report to duplicate.  Only one report at a time can be duplicated.
  4. Click the duplicate icon .
  5. Make changes.
  6. Click SAVE.

Delete

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

Export

  1. Go to the Main Menu.
  2. Click Reports – Missing Commission.
  3. Click the report name.
  4. Click the export icon .

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