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Commission Payments Report

Overview

The Commission Payments report shows how much commission was brought into your agency, along with the payee and splits (how it was paid out). 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 Payments report.

Note: Only accounts with the Commission Processing module can access and use AgencyBloc's commission features.

IN THIS ARTICLE

What's in the report
Interpreting the data
Custom Reporting recipe

What's in the report

To run this report, you must have the following Security Group permissions:

  • Report “Visible”
  • Visible (Full Commission Viewing)

Report data:

  • Policy ID
  • Carrier Statement Date*
  • Agent Statement Date
  • Locked
  • Transaction Name
  • Carrier Name
  • Policyholder Name
  • Employer
  • Policyholder State
  • Effective Date
  • Policy Number
  • Commission Number
  • Coverage Type
  • Revenue Code
  • Bill From Date
  • Premium
  • Commission Received
  • Agency Name
  • Comm Entry Note
  • Payment ID**
  • Agent Payee Name
  • Agent Number
  • Account Manager
  • Policy Project Code
  • Rate Table
  • Pay Rate
  • Commission
  • One-Time Payment
  • Agent of Record

*Only appears if you’re running the report by Transaction.

**Every payment record is assigned to a unique number.

Interpreting the data

With the Commission Payments report, you can download a list of all commission entries by Agent Statement Date and see how they were split.

Using this report to see how much is getting paid to their agents.

Screenshot showing an example of the Commission Payments report output

Custom report 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.

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

Commission Entries

  • Statement Date
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
  • Project Code

Policy Details > Policy Dates

  • Effective Date

Policy Details > Agent Info

  • Account Manager Name

Related Options > Group Details > Group Info

  • Group Name

Related Options > Commissions > Commission Entries

  • Statement Date
  • Carrier Name
  • Servicing Agent Name
  • Servicing Agent Number
  • Holder Name
  • Coverage Type
  • Revenue Type
  • BFD
  • Premium
  • Rate Type
  • Commission Received

Related Options > Commissions > Commission Payments

  • Payee Name
  • Agency
  • Rate Table
  • Rate
  • Commission
  • One Time Payment

Related Options > Commissions > Policy Commission Settings

  • Revenue Code
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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