Specific Reports

This page covers common report configurations and use cases for the Agency Payments Received (APR) report, including tax-time carrier audits and revenue analysis by advisor and product.

Video: Total Revenue by Advisor and Product

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APR Report Configurations

Analysis by Primary Agent

Shows which Policy Types a specific Primary Agent is selling and the total revenue generated for the agency from those sales.

Primary Agent: list — tick only the agent you want.
Policy Type: list — leave every policy type ticked.
Sort and Subtotal By: Primary Agent (pick Policy Type here instead to subtotal that agent's revenue by policy type)
Date Range: Select a specific timeframe or All Payments

Agency Payments Received filters with one Primary Agent selected and Sort and Subtotal By set to Primary Agent

Analysis by Policy Type

Shows the total revenue for a specific Policy Type, across all Primary Agents.

Policy Type: list — tick only the policy type you want.
Primary Agent: list — leave every agent ticked.
Sort and Subtotal By: Policy Type (pick Primary Agent here instead to see that policy type's revenue by agent)
Date Range: Select a specific timeframe or All Payments
Format: Run in Details or Summary format

Filter lists vs. Sort and Subtotal By

The Primary Agent: and Policy Type: lists only choose which payments are included. How the report is sorted and subtotaled is set by the one choice you pick under Sort and Subtotal By:.

Agency Payments Received filters with selected Policy Types and Sort and Subtotal By set to Policy Type

Tax Time: Comparing Commission Tracker to Carrier 1099s

Use this configuration to audit the totals on your year-end carrier tax forms.

Open the Agency Payments Received report (Reports → Agency → Agency Payments Received).
In the Date Range: box, set Presets to This Year or Last Year.
Set Sort and Subtotal By to Carrier.
Run in Details or Summary format to get a total by carrier.

Agency Payments Received filters with the This Year preset, Sort and Subtotal By Carrier, and Summary format Agency Payments Received Summary report showing premium and commission totals by carrier

APR Report by Policy Term Number

Tracks total revenue for a specific carrier (or all carriers) based on how many years a policy has been active.

Sort and Subtotal By: Carrier

Agency Payments Received filters with one carrier selected and Sort and Subtotal By set to Policy Term # Agency Payments Received Summary report showing premium and commission totals by Policy Term #

Policy Report: Carrier Commission Table Audit

Use this report configuration to show Clients and Policy Numbers associated with specific Carrier Commission Tables — useful for verifying that your data is categorized correctly.

Navigate to Reports → Policy → Policy Report.
Under Sort By, select Client Name version 3.
Run the report. Each row shows the client, policy number, carrier, and Carrier Table.

Reports menu with Policy, then Policy Report highlighted Policy Report filters with Sort By set to Client Name version 3 Policies Report By Client Version 3 showing Client Name, Policy Number, and Carrier Table columns

Tips

Subtotals and Formatting

Always check your Sort and Subtotal By setting before running a report. Use Summary format for a quick overview and Details format when you need to verify individual policy payments.

Agency Payments Received — The full APR report reference.
Reports — Overview of all available reports.
Preset Date Range — Quickly set common date range filters.
Email or Export Reports — Save or send report results.

Need help? Contact support@commission-tracker.com