Overview
With this report, you can export lists of your agent adjustment data by month or a range of months.
IN THIS ARTICLE
What's in the report
To run this report, you must have the following Security Group permissions:
- Report “Visible”
- Visible (Full Commission Viewing) OR Edit (Full Commission Editing)
Report data:
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Interpreting the data
This report will export a list of all adjustments and the details for all agents within the specified months.
Adjustment types:
- Positive - A positive amount was added to the agent’s balance.
- Negative - A negative amount was deducted from the agent’s balance.
- Advance Payment - A positive amount was added to the agent’s balance.
- Advance Repayment - A negative amount was deducted from the agent’s balance.
Filtering the data
If you have a lot of data, it could take AgencyBloc a little time to export your commission data. To narrow your report results and improve the report download speeds, use any of the following filters:
- Agent Statement Date Range - Specify a date or range of dates to retrieve adjustment data for.
- Agency - Only adjustment data for agents associated with the specified agency record will be included in the report results.
- Agent Payee - Only adjustment data for the specified agent will be included in the report results.
- Agent Status - Only adjustment data for agents with the specified status will be included in the report results.