Reports
Commission Tracker includes a comprehensive set of reports covering financial totals, agent commissions, book of business analysis, and data auditing. All reports support exporting to PDF or Excel and can be emailed directly from the software.
💡 Why Use Reports
Use the Commission Tracker reports to:
- Track what you earned vs. what you expected — Identify discrepancies between posted commissions and carrier statement totals.
- Review agent earnings — Run the Agent Commissions Earned Report to see each agent's commission by period.
- Monitor outstanding balances — Use Accounts Receivable to see which billing months have not yet been paid.
- Audit your data — Verify policy assignments, carrier table usage, and payment accuracy across your book.
Global Report Features
These tools apply to all reports in Commission Tracker:
- Email or Export Reports — Export to PDF, Excel, or CSV; email directly to stakeholders.
- Send Reports — Email a set of saved report settings as PDF or Excel attachments in one go.
- Searching within a Report — Find specific text or values within any report preview.
- Preset Date Ranges — Quickly set common date ranges like This Month, Last Year, or custom periods.
Essential Financial Reports
- Agent Commissions Earned Report — Commission earned by each agent for a selected period.
- Accounts Receivable — Billing months with Open or Partial payment status.
- Agency Payments Received — Total payments posted, filterable by carrier, session, and date.
- Payment Discrepancy Report — Gaps between expected and actual commissions.
Book and Policy Analysis
- Book of Business — Policy-level summary of your entire portfolio.
- Policy List Report — Filter and export your policy list with renewal dates and status.
- Policy Error Report — Identify policies with missing or invalid data.
- Commissions by Carrier — Revenue breakdown by carrier.
- Specific Reports — Detailed walkthroughs for APR configurations and tax-time carrier audits.
Agent Management Reports
- Agent List — View all agents in the system.
- Agent Commission Splits Report — Review split structures across policies.
- Agent Book of Business — Policies and revenue by agent.
🔗 Related Topics
- Email or Export Reports — Save or send reports.
- Preset Date Range — Select date ranges quickly.
Need help? Contact support@commission-tracker.com