Settings

Settings

Select how to print commission reports

You can select how to print commission reports for your company. To select how to print commission reports:

  1. Navigate to Settings > Modules > Contacts > Commission Reports.
  2. From the When Printing dropdown list, select one of the following:
    • Print Agent by Agent Detail
    • Print Summary Without Agent Detail
  3. Select Save.

Usage consideration

  • If a client’s site isn’t configured to capture the work completed by each agent, then BriteCore won’t be able to break out policies by agent in the client’s Commission Report. The When Printing setting and the Print Agent by Agent Detail option will be unnecessary. Figure 1 displays a Commission Report for a client who has selected the Print Summary Without Agent Detail option or a client who isn’t configured to capture work completed by each agent.
    Figure 1: Example Commission Report that displays an agency summary rather than agent by agent detail.
  • The When Printing setting is directly related to the print_commission_reports_prefs advanced setting. When print_commission_reports_prefs is set to agent_by_agent, BriteCore will automatically select Print Agent by Agent Detail from the When Printing dropdown list. When Print Summary Without Agent Detail is selected from the When Printing dropdown list and saved, BriteCore automatically changes the print_commission_reports_prefs advanced setting to summary_only.

Notes:

  • T34405 – Move Agent to Agencies(#3688)