The Agency Summary is where you can easily find the details in regards to the your Rep's commission data. From here you will be able to download your agency summary and all data reports. Some of the reports include the payout summaries, item break down, and Referrals that your Reps are receiving for the current run.
Top menu >> Latest run >> Agency summaries
Click Summary for the agency you want to see the details for.
The widget (arrow) shows you the totals for the month
1. Reps: list of Reps for the agency if there is more than 1, you can click on the Summary for a rep and see the items.
2. Suppliers: shows the information broken down by suppliers, you can drill down to the line items for each supplier.
3. Customers: shows the information broken down by customer, you can drill down to the line items for each customer.
4. Products: shows the information broken down by product, you can drill down to the line items for each product.
5. Adjustments: shows the adjustments for this agency.
6. Referrals: shows the referrals for this agency.
See also: