Commission Detail 2.0 Instructions

*Make sure all commission statements with a statement date that falls within the date range selected on this report are approved and closed.

1.  Hover over the Reports icon.  

2. Select All Reports, then open the Commission Detail 2.0 card. 

3. A new tab will open. In the top portion, make the changes below to the report criteria:

• All dropdowns should be set to ALL.  Make sure the Manage Columns dropdown is checked to Select All.
• Date Select will be set to Commission Statement Date.  Enter your Start and End date as a rolling 12 month timeframe. 

4. Click the View Report button

5. Once data has been generated, download the report as an excel by clicking on the export dropdown icon.

6. Save the report to your computer. Include your agency name, the reporting month and year, and Production in the filename.

Suggested format: [Agency Name] [Month Year] Production.

7. Save and schedule this same report to run monthly. Click on the save disk icon and complete the criteria. Make sure to set your timeframe to a Rolling 12 months to capture the reconciled data. Click Save.

8. Hover on the reports icon and click on Saved Reports. You should now see this report listed.

9. Click on the three dots icon and click Schedule.

NOTE: Access to the report schedule feature depends on your EZLynx package level.

10. Set the report schedule to run Monthly, then click Schedule. Email the report each month to [email protected].