Agent Commission Paid Report

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

This article explains how to locate and run an Agent Commission Paid report.

This video discusses how to pay out transactions to agents if you haven't already, as well as how to report on paid transactions.

To run an agent commission paid report

Click New Report.
Click Agent.
Select the type of report.
Optional: Add a Report Title.
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.
Click Run Report.

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

List of Reports

Report Description

Agent Commission Paid Report by Reporting Date
This report will return all commission transactions that have been paid and have a Reporting date within the chosen date range.

The Reporting date is set by the user during statement reconciliation.

Agent Commission Paid Report by Agent Paid Date
This report will return all commission transactions that have been paid and have an Agent Paid date within the chosen date range.

The Agent Paid date is set by the user during the Pay Agents process.

Agent Commission Paid Report by Reconcile Date
This report will return all commission transactions that have been paid 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.

Agent Commission Paid Report by Statement Date
This report will return all commission transactions that have been paid and have a Statement date within the chosen date range.

The Statement date is set during statement import or creation.

Agent Commission Paid Report by Transaction Date
This report will return all commission transactions that have been paid 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 carrier statement. It is set when the transaction is created, either manually or by downloading/importing a commission statement.

Report	Description
Agent Commission Paid Report by Reporting Date	This report will return all commission transactions that have been paid and have a Reporting date within the chosen date range. The Reporting date is set by the user during statement reconciliation.
Agent Commission Paid Report by Agent Paid Date	This report will return all commission transactions that have been paid and have an Agent Paid date within the chosen date range. The Agent Paid date is set by the user during the Pay Agents process.
Agent Commission Paid Report by Reconcile Date	This report will return all commission transactions that have been paid 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.
Agent Commission Paid Report by Statement Date	This report will return all commission transactions that have been paid and have a Statement date within the chosen date range. The Statement date is set during statement import or creation.
Agent Commission Paid Report by Transaction Date	This report will return all commission transactions that have been paid 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 carrier statement. It is set when the transaction is created, either manually or by downloading/importing a commission statement.

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.