1. Set report type & output options Report Type  Output Options Include renewal & alteration breakdowns
When ticked, includes an additional row per renewal/alteration that fall within the reporting period
e.g. if there have been 5 renewals on the tenancy in the reporting period, 5 rows will be displayed for each renewal (in addition to any other individual allocations being shown - i.e. negotiator and/or office alterations)
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 landlord fees that are not associated to a specific tenancy within the calculated values providing they fall within the reporting date range
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
e.g. if there are 3 negotiator fee splits, 3 rows will be displayed - one for each allocation (in addition to any other individual allocations being shown - i.e. office and/or renewals & alterations) When unticked, one row per tenancy will be shown in the report and fee splits will not be visible in the report output
Being able to set negotiator fee splits and negotiator fixed commission is a configuration option - click here for more information: Tenancy commission allocation (or fee splits) - configuration option
Show individual office commission allocations When ticked, one row per office with a fee split will be included in the report
e.g. if there are 2 office fee splits, 2 rows will be displayed for each tenancy (in addition to any other individual allocations being shown - i.e. negotiator and/or renewals & alterations) When unticked, one row per office will be shown in the report and fee splits will not be visible in the report output
Being able to set office fee splits is a configuration option - click here for more information:
Tenancy commission allocation (or fee splits) - configuration option
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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 datesdate, 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
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 users, click Select negotiator/manager and select required users To include all users, 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 offices, click Select one or more fee office and select required office(s) To include all offices, 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 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  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) 
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