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Agent Commission Splits Report

The Agent Commission Splits Report is an auditing tool for reviewing how commissions are allocated across your agency. Use it to verify that every policy has a valid split and to see a clear view of which agents are assigned to which clients.

💡 Why Use This

Use this report when:

  • Auditing data integrity — Identify policies where splits do not total 100%.
  • Reviewing agent assignments — See a master list of all policies assigned to a specific Primary Agent.
  • Exporting split data — Generate a flat file of split percentages for external analysis in Excel.

🗺️ How to Access

  1. Navigate to Reports → Agent → Agent Commission Splits.
  2. Choose a report format; the format decides which list matters (primary agents for All Splits By Primary Agent, one client or all for the By Client formats).
  3. Click Show Report.

Report Configuration Screen

Layout Options Detail

Saved Settings

The filter screen has a Saved settings row at the top. Set the format, the agents or the client the way you run this report, type a name and click Save; next time, pick the name and the screen fills in. Saved settings are shared by everyone in your company, and the report remembers the last one you used.

  • Everything on the screen is remembered: the format, the checked primary agents, the selected client and the Do Not Check Overrides / Bonuses box.
  • Agents left at (Select All) and the client left at INCLUDE ALL CLIENTS stay "all", so an agent or client added later is included automatically.
  • There are no dates on this report, so there is no period to choose.
  • Reset puts the screen back to the way it opens: Only Policies With Split Totals not Equal To 100%, the box off, every agent, all clients.

See Saved Report Settings for saving, renaming and deleting.

Available Report Formats

Data Integrity Audit (Exception Only)

Select Only Policies With Split Totals not Equal To 100% to see only policies that need fixing — where splits are incomplete or exceed 100%. Use this first to find problems quickly.

Integrity Audit Result

By Primary Agent

Groups all policies under the Primary Agent assigned to each policy.

By Agent

By Client

Groups policies by the client they belong to, regardless of agent assignment.

By Client

Latest Split Only

Select Only Show Latest Split to hide the history of split changes and show only the split currently in effect. Useful when policies have multiple split records over time.

Latest Split Only

Column Format (for Excel)

Select Column Format to remove grouping headers and produce a flat grid. Use this when exporting to Excel for sorting or filtering in a spreadsheet.

Column Format for Excel

Step-by-Step: Finding Split Errors

  1. Navigate to Reports → Agent → Agent Commission Splits.
  2. Select Only Policies With Split Totals not Equal To 100%.
  3. Click View Report.
  4. Note the policy numbers listed in the results.
  5. Open each policy and update the Agent Commission Split Table so splits total exactly 100%.

How This Report Generates

  1. The system scans the Agent Commission Split Table for every policy in the database.
  2. It calculates the sum of all percentages for each split record.
  3. It formats the data according to your chosen option (grouping, columnar, or latest only).

🔧 Troubleshooting

An agent shows 0% for a policy I know they are on. Check the Commission Start Date on the policy's Agent Commission Split Table. If the start date is in the future, the agent will not appear as an active split for current reporting periods.

I want to see splits for just one carrier. Use the Carrier filter on the selection screen to limit results to a specific provider's policies.

The report shows more split records than I expected. If Only Show Latest Split is not selected, the report includes all historical split records. Select that option to see only the currently active split for each policy.

Need help? Contact support@commission-tracker.com