Commission Reports

HawkSoft comes with a variety of Commission Reports to help you measure the status and health of your agency. This includes reports on agency commission, agent paid commission, and commission by policy. The data is displayed in a table, with flexible display options, making it easy for you to show only the data you need. This article covers how to run and work with commission reports, and lists which types of commission reports are available to be generated.

Running a Commission Report

Click + New Report.
Select a Report Category (Agency, Agent, or Policy) to display the list of relevant reports.
Select a specific report to run.

For example, if you selected the Policy report category, you can select the Active Policies with no Commission in Current Term report.
Optional: Customize the Report Title.
Choose the initial criteria for this report under Report Criteria.

You can Clear the date preset, if needed.

Some reports do not have criteria that need to be filled in before the report is run. If no pre-report criteria are available, you can narrow the results as needed after the report is run.

See To summarize and further filter data for more information on report filtering options.
Optional: Use the Select Layout drop down to select a saved report layout.

See To modify or select a report layout for more information on creating and saving report layouts.

When you run a report, the system remembers the last layout used. The next time you open that report, the drop-down selects the last saved layout used for that report.
Click Run Report.

A new tab will open with your report, and your report is automatically listed under Commission 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 saving, sharing and exporting reports, see Saving and Sharing Report Data.

List of Reports

Agency Reports

Agency reports provide information about commission owed to your agency. HawkSoft enables you to determine if you want to filter on the reporting date, reconcile date, statement, or transaction date of each transaction.

Report	Criteria	Description
By Reporting Date	Date	This report will return all commission transactions that have been reconciled and have a Reporting date within the date range.
By Reconcile Date	Date	This report will return all commission transactions that have been reconciled and have a Reconcile date within the date range.
By Statement Date	Date	This report will return all commission transactions that have been reconciled and have a statement date within the date range.
By Transaction Date	Date	This report will return all commission transactions that have been reconciled and have a transaction date within the date range.

Agent Paid Reports

Agent reports provide information about commission paid to your agents. HawkSoft enables you to determine if you want to filter on the reporting date, reconcile date, statement, or transaction date of each transaction.

Report	Criteria	Description
By Reporting Date	Date	This report will return all commission transactions that have been reconciled and paid, and have a Reporting date within the date range.
By Agent Paid Date	Date	This report will return all commission transactions that have been reconciled and paid, and have an 'Agent Paid Date' within the date range.
By Reconcile Date	Date	This report will return all commission transactions that have been reconciled and paid, and have a Reconcile date within the date range.
By Statement Date	Date	This report will return all commission transactions that have been reconciled and paid, and have a statement date within the date range.
By Transaction Date	Date	This report will return all commission transactions that have been reconciled and paid, and have a transaction date within the date range.

Policy Reports

Policy reports provide information about commission paid to by policy.

Report	Criteria	Description
Active Policies with no Commission in Current Term		This report will return all active policies that do not have a reconciled commission transaction dated on or after the current term’s effective date. Use this report to quickly locate policies that may be missing expected commission entries and take corrective action.
Active Policies with no Commission in Date Range	Date	This report will return all active policies that do not have a reconciled commission transaction within a selected date range. Use this report to quickly locate "as paid" policies that may be missing expected commission entries and take corrective action.

HawkSoft recommends using Active Policies with no Commission in Date Range for carriers with "as paid" policies.

Previous 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.