Generate a report of your deal volume totals by Agent, Transaction Type, and Voucher. This report has 'Agent Detail' and 'Volume Overview' options. This report will display the total Rent/Sale amount broken out by each Agent and Deal. This only applies to active vouchers. By default, if all agents are selected this report groups by Agent. This reports data from the Voucher, and does not take into account if/when deposits have been received/posted.
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)
Inside Agent(s) (required): Select All Agents by check mark, or use drop down to select one or multiple agents (Inside Agents only)
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 each Agent section and a Report Total at the end of the report.
Volume Overview:
Results:
This report generates 9 columns of data and does NOT include a filter for Agent/group of Agents.
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 all Inside Agents on the Voucher
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.