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Commission Not Received Report

Overview

The Commission Not Received report shows missing payments from the carriers. This article covers the preconfigured standard report and includes a Custom Reporting recipe. You can use the recipe to build your own versions of the Commission Not Received report.

Note: Only accounts with Commissions+ can access and use AMS+'s commission features.

IN THIS ARTICLE

Standard Report details
Custom Reporting recipe

Standard Report details

Run the Commission Not Received report by Bill From Date or Statement Date, and send them to the carriers for reconciling. Your report download will include information on the policy, policyholder, carrier, commission frequency, and servicing agent.

Screenshot showing an example of the Commission Not Received report

You will also see columns for every month that you specified in the report criteria. These columns will show you exactly which months your agency received or did not receive commission with one of these descriptions:

  • Not Received - This means a payment has not been received from the carrier.
  • Received (amount) - If a payment has been received, the amount will be shown.
  • N/A - A payment was not expected from the carrier.

Compare the commission frequency against the commission activity. This will help you reconcile the activities you see. If the commission frequency of a policy is bi-monthly, for example, you might expect to see “N/A” every other month for that policy. Learn more about commission frequency.

Custom Reporting recipe

With Custom Reporting, you can access the same data as the Standard Report but you’ll have more flexibility to choose the columns and filters for your report. Below is a recipe to help you get started.

Note: You must have projection tables set up to pull helpful data with this report recipe.

Select 'Policies' report type
You cannot build this report using other report types. The Policy Projected Commissions fields are only available in the ‘Policies’ report type.
Add report filters (optional)

Related Options > Commissions > Projected Commissions

  • Year
You can set filters to narrow down specific data that pulls into your report results. Visit the Adding Filters to Custom Reports article to learn more.
Add report columns

Policy Details > Policy Info

  • Policy Number

Related Options > Commissions > Projected Commissions

  • Projection Date
  • Projection Amount

Related Options > Commissions > Commission Entries

  • Statement Date
  • BFD (Month)
  • Commission Received
You can rearrange the column order, rename the column headings, and use aggregate functions to change how the data is displayed in your report results. Visit the Adding Columns to Custom Reports article to learn more.
Preview report results
Visit the Previewing and Saving Custom Reports article for more details.

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