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Summary Only

The Summary Only format of the Agent Commissions Earned Report shows total commissions earned by each agent without any policy-level detail. It is the most concise way to see what each agent is owed for a pay period.

💡 Why Use This

Use the Summary Only format when:

  • You need payroll totals quickly — Get a single dollar amount per agent without sorting through individual policy entries.
  • Sharing totals with accounting or payroll staff — Provide payout figures without exposing client names, policy numbers, or carrier details.
  • Running a quick monthly balance check — Compare your total payout commitments against your bank deposits at a glance.

🗺️ How to Access

  1. Navigate to Reports → Agent Commissions Earned Report.
  2. Select Summary Only from the format options.
  3. Set your date range and click Show Report.

Summary Only Example

Payroll Integration

  • Excel/CSV Export — Export this view to Excel or CSV to feed manual or automated payroll entry systems.
  • QuickBooks — Use the Agent Rep # field in Commission Tracker to ensure seamless data mapping during a QuickBooks Payroll import.

See Email or Export Reports for export instructions.

Other ACE Report Formats

🔧 Troubleshooting

An agent's total is lower than expected. Switch to a detail format such as Detail (Percent of Commission) to review the individual policy payments that make up the total. Look for missing payments, adjustments, or chargebacks within the date range.

I don't see all my agents in the Summary. Confirm each agent has an Agent License and that payments for the period are posted within the selected date range.

Need help? Contact support@commission-tracker.com