Monthly comparison report by agent

Owned by hsoczniew
Feb 20, 2023
2 min read

Here is the way to get to this report and the explanations

Reports > Agents and non-agents > Monthly comparison

This page will open;

Branch: You must determine if this is for all branches or just one,

Agent: Do you want to pull the report for all agents or one in particular.

Previous year and current year: Automatically generated, but you can select other dates.

Listing Type: The types you want in your report

Transaction type: The types you want in your report

Once all the information is selected click on the document type you want (PDF, DOC OR XLS) for your report

Here is the report in PDF format I explain the difference between these two lines: Performed / Gross commissions and Income ( Including other Incomes ) :

Performed / Gross commissions : The sum of the Agent's commission amounts for the month based on the firm trade date. This excludes cancelled, conditional and conditional multiple offer .

Income ( Including other Incomes ) : The sum of the agent's income + the sum of the adjustments for the month according to the date of the income. (basically the total money the agent had in his pocket)

Done!