Skip to main content
All CollectionsCommissionsCommissions App
Commissions App functionality
Commissions App functionality
Updated over a year ago

The Commissions App has great features to help you view and analyze your commissions.

Advanced Grouping

You can set row groups to filter your data.

  1. Click Show Column Filters.

    Blurred_show_filters.png
  2. Use the mouse to drag columns into the top section.

    Blurred_drag_column.png
  3. This can also be done in the individual Commission Statement itself in the bottom section.

    Statement_blurred_group.png


Filtering

Quick Search Filter - The search filter will search all fields and display any line items.

Quick_search.png

Built-in Filtering - Extensive filtering is available on all columns.

filters_blurred.png

Exporting

In addition to exporting full commission statements export options to HTML Report, Full Statement, RCTI Summary and External (CSV), you can also right click any table and export to Excel.

mceclip0.png

Change Log

Loan Accounts have a Change Log to document any changes made to Commissions Splitting.

Change_log_blurred.png
Did this answer your question?