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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

To view this tutorial, copy and paste the following link into your browser: Watch on YouTube

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.

  • Sort by: Policy Type
  • Sort and Subtotal By: Primary Agent
  • Date Range: Select a specific timeframe or "All Payments"

Analysis by Policy Type

Shows total revenue grouped by Primary Agent for a specific Policy Type.

  • Sort By: Primary Agent
  • Sort and Subtotal By: Policy Type
  • Date Range: Select a specific timeframe or "All Payments"
  • Format: Run in Details or Summary format

Tax Time: Comparing Commission Tracker to Carrier 1099s

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

  1. Open the Agency Payments Received report.
  2. Set the Preset Date Range to "This Year" or "Last Year."
  3. Set Sort and Subtotal By to Carrier.
  4. Run in Details or Summary format to get a total 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

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.

Tips

Subtotals and Formatting

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

Need help? Contact support@commission-tracker.com