Report Summary:

Generate a report of your deal volume totals.  Results can be filtered by Transaction Type.  This report has an 'Agent Detail' or 'Volume Overview' option. This report will display the total Rent/Sale amount broken out by each Deal. This only applies to active vouchers that the logged in Agent created or is listed as an Inside Agent on. This report does not take into account if Deposits have been Posted (This is based on details in the Voucher).

Report Filters:

  • Beginning Date - Ending Date (required): Use these fields to filter results by date range.  CommissionTrac is looking at the Voucher Execution Date for this filter
  • Group By (required): Agent Details or Volume Overview (see below)
  • Transaction Type (required): Select All Transactions by check mark - or select one, or multiple (lease, sale, fee, sub-lease)

This report can be printed, saved as a PDF, or saved as an Excel file.

Agent Details:

Results:

This report generates 7 columns of data with each row representing data from one voucher.

  •  Voucher # & Voucher Name: identifies which Voucher each line of data represents
  • Transaction Type: indicates if the Voucher is a Lease, Sub-Lease, Sale, or Fee
  • Execution Date: reports the Execution date of the Voucher referenced
  • Total Volume: reflects the Total Rent or Total Sale amount of the Voucher
  • Commission Share:  indicates what % of the Volume is credited to the agent being reported on
  • Agent Volume:  calculates the % of the Volume that are itemized in the previous two columns.  This column reports a Total at the bottom of the report.

Volume Overview:

Results: 

This report generates 9 columns of data.

  • Execution Date: Lists the Execution Date of the Voucher and is the basis for the sorting order of the report
  • Transaction Type: indicates if the Voucher is a Lease, Sub-Lease, Sale, or Fee
  • Property Type:  Reports on Property Type, from the Property Info tab of the Voucher
  • Seller/Tenant: Lists the Seller or Tenant on the Affiliates tab of the Voucher
  • Buyer/Owner: Lists the Buyer or Owner on the Affiliates tab of the Voucher
  • Inside Agents: Lists Agent for whom this report is filtered - Agent logged into Portal
  • Outside Agents: Lists all Outside Agents on the Voucher
  • Sq/Ft/ACR:  Shows the Square Foot (or Acreage) amount from the Property Info tab of the Voucher.  This column reports a Total at the bottom of the report.
  • Transaction Volume: Total Rent or Sale Amount on the Voucher being reported on. This column reports a Total at the bottom of the report.
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