Selection of Count toward plan only for ranking reports

Within the Agent Ranking report section, the Agent Ranking by Office and CompanyWide are popular reports for comparing agent production. Up until now, these reports would rank all production whether or not it was marked to count toward plan.

As shown above, commissions can be excluded from counting toward level earnings by placing a check in the “Exclude From Level Earnings” box during agent commission entry.

For companies who pay commissions for certain transactions or fees that are not to count toward commission plan earnings, the reports can now tabulate only those with the addition of a new option:

Added is an “Include” section where “All” records or “Only Level Earning Commission Records” can be selected.

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