Page Comparison

1. Set report type & output options

Report Type

• Select Fees & Commission

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
  Or, to include all tenancies regardless of start/end dates, leave date fields blank

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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
  This criteria allows you to see the value of a tenancy for the period specified in this criteria and 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)
  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)

  

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

  

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)