OLD REPORTS - Commissions 1.0 Links
Modified on: Thu, 23 Sep, 2021 at 5:30 PM
With everyone moving to Commissions 2.0, the old Commissions 1.0 reports are no longer necessary. As of this release the Commissions 1.0 reports have been removed from the Reporting product. To help with the transition, we have provided links down below to the old Commissions 1.0 reports for a short time.
To access the old Commissions 1.0 reports, please follow the steps below.
- Log into EZLynx.
- Copy the 1.0 link.
- Open a 2nd browser tab in the browser you are signed into EZLynx in.
- Paste the 1.0 link and press enter on your keyboard.
- This should load the Commissions 1.0 Report.
Please note, if you are not logged into EZLynx when you try and access the 1.0 link it will not work. You must be logged into EZLynx for the links to work. Also, the Commissions 1.0 links will not pull data for the Commissions 2.0 system.
- Commission Detail - View a list of Commission Details that can also be filtered by Statement Date, Carrier, Branch, Agent, Producer, and Transaction Type as well as whether the statement has been approved or paid.
- Commission Statement Overview by Carrier - View all commission statement details aggregated by carrier. It contains the statement number, date, status, and comments in addition to premium and commission amounts.
- Commissions Summary by Branch - A graphical and tabular representation of commission breakdowns aggregated by Branch. Filter by Branch, Agent and Policy Change/Policy Effective/Commission Download/Commission Statement/ Transaction Dates.
- Commissions Summary by Lead Source - A graphical and tabular representation of commission breakdowns aggregated by Lead Source. Filter by Branch, Agent, and Policy Change/Policy Effective/Commission Download/Commission Statement/Transaction Dates.
- Commissions Summary by Line of Business - A graphical and tabular representation of commission breakdowns aggregated by Line of Business. Filter by Branch, Agent, and Policy Change/Policy Effective/Commission Download/Commission Statement/Transaction Dates.
- Commission Summary by Master Company - A graphical and tabular representation of commission breakdowns aggregated by Master Company. Filter by Branch, Agent, and Policy Change/Policy Effective/Commission Download/Commission Statement/Transaction Dates.
- Commission Summary by Policy Type - A graphical and tabular representation of commission breakdowns aggregated by Policy Type. Filter by Branch, Agent, and Policy Change/Policy Effective/Commission Download/Commission Statement/Transaction Dates.
- Commission Summary by Producer - A graphical and tabular representation of commission breakdowns aggregated by Producer. Filter by Branch, Agent, and Policy Change/Policy Effective/Commission Download/Commission Statement/Transaction Dates.
- Commission Summary by Service Team - A graphical and tabular representation of commission breakdowns aggregated by Service Team. Filter by Branch, Agent, and Policy Change/Policy Effective/Commission Download/Commission Statement/Transaction Dates.
- Commission by Applicant - View commission rates, totals, and splits aggregated by Applicant. Filter by Branch, Producer and Statement/Commission Dates.
- Commission by Carrier - View commission rates, totals, and splits aggregated by Carrier. Filter by Branch, Producer and Statement/Commission Dates.
- Commissions by Line of Business - View commission rates, totals, and splits aggregated by Line of Business. Filter by Branch, Producer and Statement/Commission Dates.
- Commissions by Producer - View commission rates, totals, and splits aggregated by Producer. Filter by Branch, Producer and Statement/Commission Dates.
- Commission Statement Summary - View a summary of commission revenues and policies that have been booked for a selected date range by master company, line of business, and several other key metrics.
Did you find it helpful? Yes No
Send feedbackSorry we couldn't be helpful. Help us improve this article with your feedback.