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Agent List Report

The Agent List Report provides a comprehensive directory of all agents within your system. It is a powerful tool for auditing agent contact information, license status, and system-wide settings in one centralized view.

When to Use This Report

Use this report when you need to:

  • Audit Agent Contact Data - Verify email addresses and phone numbers for your entire team.

  • Review System Status - Quickly identify which agents are marked as "Active" or "Inactive."

  • Export Directories - Create a mailing or contact list for use outside of Commission Tracker.

  • Bulk Data Review - Check for missing Agent IDs or licensing details across all profiles.

Accessing the Report

  1. Open the Reports menu.
  2. Select the Agent tab.
  3. Click on Agent List.

Agent List Report Selection

Generating the Report

From the selection screen, you can filter for specific agents or simply generate the full list.

  1. Select your desired criteria (or leave blank for all agents).
  2. Click Show Report.

Generating the Agent List

Interacting with the Report Results

The Agent List Report is fully interactive, allowing you to manipulate the data before exporting.

  • Sorting: You can click on any column heading (e.g., Name, Status, Email) to sort the list in ascending or descending order.
  • Filtering: Use the built-in search/filter tools to find specific agents quickly.

Interactive Agent List Preview

What Happens When You Export

You can export or email this report directly from the software in several formats (Excel, PDF, CSV).

  • Retention of Sort Order: When you export to Excel or PDF, the report will maintain the exact sort order you selected on the interactive screen.
  • PDF Formatting: The PDF export includes all column headings and professional branding.
  • Excel Formatting: The Excel export provides a "clean" data set (flat file), which is ideal for importing into other tools, though it may not display column headers by default to make the data easier to manipulate.

Troubleshooting

Q: Why is an agent missing from this list? A: Ensure you haven't applied a filter on the selection screen that excludes them. Also, verify that the agent was actually saved in the Initial Agent Creation step.

Q: Can I see only my "Active" agents? A: Yes. Use the status filter on the report selection screen to toggle between Active, Inactive, or All agents.

Need help with report exports? Contact support@commission-tracker.com