Agency Reconciled Commission Reports

Agency Commission Reports enable you to track your reconciled agency commission transactions based on the Reconcile Date, the Reporting Date, the Statement Date, or the Transaction Date. From there, you can break down these date-based reports further, such as by client or agent, using report summaries and filters to get the granular reports you may need.

This article explains how to run a report to review your reconciled agency commission transactions.

To run an agency commission report

List of Reports

Recent Reports

To perform these actions, user permissions must be set to include:

Commissions > Allow Commission Processing & Reporting

See User Permissions for more information.

  1. Click Commissions > Commission Processing & Reporting from the main HawkSoft menu bar.

    OR

    1. Log into the HawkSoft Web app, accessed from any computer

    2. Click the Commissions icon in the left column of the HawkSoft web start page to access Commission Processing and Reporting.

      For more information about logging into the HawkSoft web app, see Logging In and Out of HawkSoft.

  2. Select the Reports tab.

  1. Click New Report.

  2. Click Agency.

  3. Select the type of report you need based on:

    Reporting Date

    Reconcile Date

    Statement Date

    Transaction Date

  4. Optional: Add a Report Title.

  5. Change the Date Range.

    Select a preset date range from the drop-down, or enter a custom date range.

    You can either type the dates into the fields, or click the calendar icons to open a date selector.

    HawkSoft recommends limiting the date range of your report. Longer date ranges can significantly increase the time to run a report and to interact with it. If you need to run a report covering large date ranges, consider running multiple reports in 1-month increments.

  6. Click Run Report.

    A new tab will open with your report and your report is automatically listed under Recent Reports.

To learn how to use filters, customize columns, and summarize your report, see Customize, Summarize, and Filter Report Data.

For information on 1-click reports, see 1-Click Reports.

For information on sharing, sharing and exporting reports, see Saving and Sharing Report Data.

Report Description
Agency Commission Report by Reconcile Date

This report will return all commission transactions that have been reconciled and have a Reconcile date within the chosen date range.

The Reconcile date defaults to the date the statement reconciliation is performed, but may be changed by the user during statement reconciliation.
Agency Commission Report by Reporting Date

This report will return all commission transactions that have been reconciled and have a Reporting date within the chosen date range.

The Reporting date is set by the user during statement reconciliation.
Agency Commission Report by Statement Date

This report will return all commission transactions that have been reconciled and have a Statement date within the chosen date range.

The Statement date is set during statement import or creation.
Agency Commission Report by Transaction Date

This report will return all commission transactions that have been reconciled and have a Transaction date within the chosen date range.

The Transaction date is the only date that may differ between transactions on the same statement. It is set when the transaction is created, either manually or by downloading/importing a commission statement.

In some cases, you may want to report on total commission details across a group of policies. When running a policy report (Quick Reports), you can add three columns that are designed to give you an insight into reconciled commissions on those policies:

  • Total Commission - The total amount of agency commission paid for all reconciled transactions on the policy.

  • Commission Count - The total number of reconciled commission transaction on the policy.

  • Last Commission Reconciled - The most recent reconcile date among reconciled transactions on the policy.

For more information on running policy reports and customizing those reports, see Quick Reports Agency Intelligence, and Sales & Retention reports.

For more information on customizing report columns, see Customize, Summarize, and Filter Report Data.

Recent Reports

Reports ran in the past 7 days are listed under . You can  View, Save, Share, Save as 1-Click Report, Rename, or  Delete recent reports.

After opening a recent report, you can click ⟳ Re-sync report data to run a fresh copy of your current report, keeping the same columns.

You can select any number of reports on the Recent Reports list using the checkboxes, then click to delete them from the list. Recent reports are also automatically deleted 7 days after the date created.

To save reports for a longer period or save them as 1-Click Reports, see 1-Click Reports.

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