Commission Statement Exports

The Commission Statements system provides several export options for reporting, payroll, and analysis. Exports are available at both the individual statement level and across multiple statements.

The Payment Report export produces a detailed breakdown of agent payouts. It includes:

• Agent name and identifier

• Total payout amount

• Per-row breakdown showing each commission, the payment schedule applied, and the calculated payout

• Split distributions (which agent received what portion and why)

• Bonus amounts and the bonus program that triggered them

• Grand totals

This is the primary export used for payroll processing. It can be generated for:

• A single statement (from the statement detail view)

• Multiple statements at once (using the bulk Payment Report feature on the Statements tab)

The Gap Analysis export comes from the Discovery module results and includes:

• Policies in your CRM that were missing from the statement

• Statement rows not found in the CRM

• Status and last known commission date for missing policies

• Recommended actions

This export is useful for carrier follow-up — identifying policies that should have paid commissions but did not.

You can export the raw or processed statement data as a spreadsheet:

• All mapped fields for each row

• Match status (matched, unmatched, skipped)

• CRM record links for matched rows

• Tags assigned to each row

This is useful for record-keeping and auditing.

The Period Summary aggregates data across all statements for a given month:

• Total commissions by carrier

• Total commissions by agent

• Statement count and processing status

• Month-over-month comparison data

This is useful for management reporting and trend analysis.

All exports are available as downloadable spreadsheet files (Excel format). The Payment Report can also be viewed on-screen before downloading.

1. Navigate to the statement or period you want to export.

2. Click the relevant export button (e.g., "Payment Report", "Export Data", "Gap Analysis").

3. Configure any filters or options (date range, specific agents, etc.).

4. Click Download to save the file.

For bulk exports, select multiple statements using the checkboxes on the Statements tab, then use the bulk action buttons.

• Commission Statements Overview

• Payments and Splits Module

• Discovery Module