Commission and Royalty Reports
Allow agents to view and download their full commission and royalty report from the widget that displays the totals.
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Becky Walker
commented
It would be very helpful if the Sales Transaction Detail export included Company Dollar and Royalty as their own columns. Right now, those numbers only appear in the applet view and can’t be exported, except as a PNG screenshot that doesn’t show the full report. Adding these fields to the export would give agents the full picture of each commission transaction in one place, making it much easier to reconcile numbers, prepare for year-end reporting, and quickly spot any errors. It would also make it simple to see when an agent has capped or how much Company Dollar they’ve paid in a calendar year, rather than only tracking by anniversary year.