Summary Only
Overview
The Summary Only report provides a consolidated view of total commissions earned by each agent, omitting policy-level details for a streamlined overview.
🛠️ Payroll Integration
- Excel/CSV Export: Export this view to facilitate manual or automated payroll entry.
- QuickBooks Tip: Use the Agent Rep # field in Commission Tracker to ensure seamless data mapping during a QuickBooks Payroll import.
💡 Best Practices
- ✅ Internal Audits: Use this report to quickly balance your total monthly commission payouts against your bank statements.
- ✅ Data Security: Provide this summary to accounting staff who need payout totals but do not need access to sensitive client or policy information.