Commission Report

The Commission Report shows commission amounts calculated for dealers and commission holders. Use it to review commission earnings, check calculations, and export data for commission payments.

When to Use This Report

• Review commission earned over a billing period
• Check commission calculations before making payments to dealers
• Compare commission across dealers or products
• Export commission data for payment processing

Filters

For general guidance on running reports and using filters, see Using Reports.

Date Range

• Invoice Date On or After / Before — filter by the invoice date
• Payment Date On or After / Before — filter by when the invoice was paid. Use this to calculate commission only on paid invoices.
• Billing Run — filter by a specific billing run

Commission Details

• Commission Holder — select a specific dealer or commission holder
• Unassigned Commission — choose how to handle features with no commission holder assigned:
  • Customer Commission Holder — assign to the customer’s commission holder
  • No-one — exclude from results
• Suppress Zeros — hide line items with zero commission

Default Commission Rates

Override the default commission percentages for this report run:

• One-Off (%) — commission rate on one-off charges
• Recurring (%) — commission rate on recurring charges
• Calls (%) — commission rate on call charges
• Manual (%) — commission rate on manual transactions
• Other (%) — commission rate on other charges
• Except Buy (%) — commission rate excluding buy costs

Customer, Number, Service, and Feature Details

Filter by customer, number, service, and feature properties. See Using Reports for details on common filters.

Output Types

• On Screen — standard tabular view showing commission per line item
• CSV Output — full data export for spreadsheet analysis
• Summary (By Product) — totals grouped by product
• Summary (By Feature) — totals grouped by feature
• Customer Level — commission totals per customer
• Print — print-friendly layout

Tips

• Use Payment Date filters to report on commission for paid invoices only, avoiding commission on unpaid bills.
• The Summary (By Product) output is useful for understanding which products generate the most commission.
• Override default rates using the commission rate fields to model different commission structures.