A commission summary is a report of the commission totals. There are three types of commission summaries: Subscriber summary, Agency summary, and Rep summary. 


The summary provides a high level, grouped view of the commission with links to the commission items and other summaries. 


For agent users the commission summary is the starting page for viewing all their commission data. 


Notes:

  • Commission run summaries are for a single commission run only
  • Sometimes referred to as just "summary"

Viewing a commission summary

Commission summaries are created automatically during calculation. There are 2 ways to view them:

1. From the Latest run page click Agency summaries >> click Summary in the first column for the agency you want to see the details

2. From the details page of an agency or rep click View summary