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Reports, Pipeline Commission

The default report shows the commission due (i.e. not already received via the Cashbook) for policies with dates within the specified range. The three different versions of this report will show commissions due that have not yet been posted to the accounts, only those that have been posted to the accounts, or both. 

  • Change the “Order report by” dropdown to re-sequence the listing, as required (e.g. by product type, insurer, etc)
  • Click the “Policy selection (new)” button if you wish to restrict the policies to be included (see “Reports, Policy Selector”)
  • Edit the “Date from…to” date range to select the dates to include (n.b. the General Insurance report is based on On-Risk dates, while the Life one is based on Proposal dates, as on the “Compliance Dates for…” dialogue, shown below). Note that the Quotation date is used for mortgages (n.b. from “Blank to Date” lists all up to that date, while from “Blank to Blank” lists everything)
  • Use the “Include” dropdown to include posted policies, not-posted policies, or both
  • Click and thereby tick the “Include blank dates” box in order to include policies with blank proposal dates (n.b. Durell recommends that this should always be ticked)
  • Optionally click the box “Show report name in title”, which will add to the printed report’s title the name of the current selection, as saved via the “Save” button and then recalled via the “Load” button (see “Reports, Saving Selections”)
  • Optionally click the box to show the products’ specific plan names instead of their generic product types
  • Click “Only show adviser...” option if you want the report to only show the adviser and lead initials displayed on the first screen of each policy (i.e. as opposed to showing all the advisers and leads on the policy’s Commission Pay-Away screen)
  • Click “Total commission...” if you’d like individual totals at the end of the report for the commission paid to every adviser and lead
  • Click “For policy selection...” if you want your selection of advisers and leads, as you’ve setup via the “Policy selection (new)” button, to be based on the advisers and leads on the Commission Pay-Away screen instead of those displayed on the first screen of each policy
  • Click “OK” to proceed with the report