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Commission Totals Report

Overview

The Commission Totals report shows the total premiums and commissions paid to an agent or agency. 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 Totals report.

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

IN THIS ARTICLE

Standard Report details
Custom Reporting recipe

Standard Report details 

Similar to Agent Statements, the Commission Totals report shows you how much you owe to each of your agents. Agent Statements gives line-by-line totals for each agent, while the Commission Totals report is more concise. It only shows the agency name, agent name, carrier, premium and commission paid.

With the Commission Totals report, you can download a list of all your agents and the commissions owed to them. This list can then be used for payment processing at your agency.

commission-totals-report.png

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.

Select 'Policies' report type
You can build this report using other report types. Visit the Custom Commission Reports article to learn how to use different report types to pull the data you want.
Add report filters (optional)

Commission Entries

  • Statement Date
If you want to exclude Red Edits from your custom report, add the 'Exception' field to your report filters and set its operator to 'is empty'. If you want to include only Red Edits, set its operator to 'is not empty'. To learn more about filters and operators, visit the Adding Filters to Custom Reports article.
Add report columns

Commission Entries

  • Carrier Name
  • Premium
  • Aggregate function: Sum

Commission Payments

  • Agency
  • Payee Name
  • Payee Number
  • Premium
    • Aggregate function: Sum
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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