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This guide has been reviewed against our global client base and classed as relevant to all regions

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1. Set report type & output options

Report Type

Select Fees & Commission

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Output Options

Include renewal & alteration breakdowns
When ticked, includes a row per renewal/alteration that fall within the reporting period
When unticked, all renewal/alterations that fall within the reporting period will be displayed in one row
Include landlord fees with no associated tenancy
When ticked, will include detail of landlord fees that are not associated to a specific tenancy
Being able to apply landlord fees to a property is a configuration option, outlined in more detail here:
Add landlord fees to a property - configuration option
Show individual negotiator commission allocations (ticked by default)
When ticked, one row per negotiator with a fee split will be included in the report
When unticked, one row per tenancy will be shown in the report
Show individual office commission allocations
When ticked, one row per office with a fee split will be included in the report
When unticked, one row per office will be shown in the report

2. Choose what to include in the report

These options allow you to narrow down what is returned in the report to suit your requirements

Tenancy Start

Specify a date or date range to limit tenancies returned in the report by the tenancy start date
Or click Select for predefined options of Last month and This month
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Or, to include all tenancies regardless of start/end dates, leave date fields blank

Income Period

Specify a date or date range to limit tenancies returned in the report by the income period
Or click Select for predefined options of Last/This month and Last/This/Next year
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Allows you to see the value of a tenancy for the period specified in this criteria - this is shown in the Recvd. Fee Within Dates column on the report results grid (see step 6 in the next section titled Fees & Commission report output grid)
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- Or, to include all tenancies regardless of the income period, leave date fields blank

Status

Defaults to Tenancy Current - meaning that only current tenancies will be included in the report
Or, click Select one or more status and select required option(s)
- For a detailed pipeline report, select Arranging Tenancy (removing any other selected status options)
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Property Office

To narrow the report down to properties from one or a selection of offices, click Select one or more office and select required offices
Or, to include properties for all offices, leave blank

Neg. Allocation
Field available when Show individual negotiator commission allocations is selected in Output Options

To narrow the report down to one or a selection of negotiators/managers, click
Select negotiator/manager and select required negotiators/managers
Or, to include all negotiators/managers, leave blank

Office Allocation
Field available when Show individual office commission allocations is selected in Output Options

To narrow the report down to one or a selection of negotiators/managers, click
Select negotiator/manager and select required negotiators/managers
Or, to include all negotiators/managers, leave blank

Renewal & Alteration
Field available when Include renewal & alteration breakdowns is selected in Output Options

Specify a date or date range to limit tenancies returned in the report by the renewal/alteration date
Or click Select for predefined options of Last month and This month
Or, to include all tenancies regardless of renewal/alteration dates, leave date fields blank
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3. Run report

To run the Fees & Commission report:

Select report type, output options and criteria (as outlined in steps 1 & 2 above) and click Report
Depending on the amount of data being returned, a prompt is shown detailing the current activity
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The Fees & Commission report is then displayed in a grid
Each column shown is explained in the next section
When Output Options to show individual negotiator and/or office allocations have been selected, this results in more than one row being shown per tenancy to detail the individual allocations
In the example below, Show individual negotiator commission allocations has been selected via Output Options - therefore two rows are shown for the tenancy to show the two individual negotiator allocations (if the Output Option was not selected, only one row would be displayed instead)
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Fees & Commission report output grid

Tip

Usual grid functions can be used (as seen throughout the system)
i.e. click column heading to sort by that column, click to the right of the heading for filter/group options or right-click column headings to export to Excel
Columns included in the grid are fixed and cannot be added to or removed
They can be moved temporarily - although the column order is reset when the grid is re-opened
Right-click over a column showing monetary values for the option to show a total or average
Double-click an entry in the report to display the tenancy record

Info
Each column included in the grid is covered below (divided into category sections)

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1. Basic detail

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Tenancy Ref - unique 9-digit tenancy reference
Type - displays Initial Tenancy, Renewal or Alteration, as appropriate
Property & Tenant Name(s) - property address & names of tenants are listed
Prp. Off - the property Main Office
Prp. Valuer - the property Key Contact
Ten. Neg. - the tenancy Key Contact

2. Office/negotiator fee splits & fixed negotiator commission

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Office/negotiator split and fixed negotiator commission figures as specified on the tenancy fee splits screen,

outlined here: Tenancy commission allocation (or fee splits) - configuration option
If an asterisk (*) is displayed beside a negotiator or office, this indicates that the negotiator or office split currently does not total 100%, the amount with an asterisk beside it is the residual amount that has been defaulted to the Key Contact of the tenancy (for a negotiator split) or Main Office for the property (for an office split), as shown in the example below
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3. Letting fees, tenancy dates & rent information

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Let. Fee % & Let. Fee Fixed - the letting fee as a percentage or fixed fee on the tenancy
Man. Fee Fixed & Man. Fee % - the management fee as a percentage or fixed fee on the tenancy
Start Date & End Date - the tenancy/renewal/alteration start & end dates
Rent Due - calculation of the rent value
Rent Received - the amount of rent received to date

4. More fee information

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Ten. Term Fees - calculation of the fees for the duration of the tenancy
Man. Fees Credited - value of any management fees credited
Let. Fees Credited - value of any letting fees credited
Sub Agt. Fee Value - value of any sub agent fees
Net Ten. Fee Value - net tenancy fee value (sub agent fees are deducted from this fee)

5. Break clause information

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Brk. Clause Dt. - where break clause(s) exists, displays date of earliest clause added
No Break Clause indicates none added (and following three columns will be blank)
Ten. Fees To Break Clause - value of letting fees up until the break clause
Sub Agt. Fee to Break Clause - value of sub agent fees up until the break clause
Net Agt. Fee to Break Clause - net value of agent fees up until the break clause

6. Agent & other fees received

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Agent Fee Recvd. - value of agent fee received
Addl. Agt. Fee - value of additional agent fee
Addl. Agt Fee Recvd. - value of additional agent fee received
Other Fee - value of other fees
Other Fee Recvd. - value of other fees received
Recvd. Fee Within Dates - value of other fees received within the dates specified in the income period
This can be narrowed down via the Income Period criteria which is selected when building the report
Shown in previous section titled: Set up report criteria & run report, step 2 - Income Period

Example reports

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This section contains a selection of reports that could be run

Tenancy pipeline

Select Arranging Tenancy as status

Individual negotiator allocation

Choose name on neg allocation criteria option

Income for this month

Set income period for this month

Versions Compared

Old Version 4

New Version 5

Key

Fees & Commission report output grid

Example reports

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