Commission Grouping Report
Modified on: Thu, 20 Nov, 2025 at 1:41 PM
The Commission Grouping Report is a Look that allows you to view all commissions aggregated by Producer, Applicant, Line of Business, Carrier, Lead Source or Transaction Type. Look reports are focused on a table of data rather than visuals like pie charts. This allows you to deep dive into the commission data rather than get a high level picture.
In this article, we are going to cover some basic navigation of the Commission Grouping Report along with how to apply filters. We'll also cover how to save a filter set so you can return to the report later for quick access, and how to download the report for further manipulation in Excel.
TABLE OF CONTENTS
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Prerequisites
EZLynx Commission Reports run based on the data in commission statements within EZLynx. If any adjustments are made to the statements and as a result have unmatched commissions, it's important that those commission transaction lines are matched to a corresponding policy in EZLynx. Completing this step is essential to accurate reporting.
The easiest way to do this is to apply the Unmatched filter on the commission statement and match the line items to applicants/policies. Once the unmatched line items are matched and approved, then the reports can be run with the latest data. Check out the Unmatched Commission section of our How to Handle Direct Bill Commission Statements article for more details.
Commission Grouping Report
To find the Commission Grouping Report:
1. Hover over the Reports icon (bar chart).
2. Under the Categories section, choose Commission. This will open the Commission Category Reports page.
3. Select the Commission Grouping card. This will open the Commission Grouping Report page.
General Navigation
Now that you've found the report, let's take a quick look around at some basic navigation.
Bread Crumbs
In the top left of the page, you can always see the bread crumb of pages you've navigated to get here. Each one is a link to the previous page, so you can use them for quick navigation.
Favorite
Next to the Report Title in the center of the page is a heart icon. This icon allows you to favorite reports you use often. Select the heart to favorite a report. A blue heart means that the report has been made a favorite and can now be found on the Favorite Reports page.
Not Favorited  | Favorited  |
Subtotal and Totals
On the table itself, each grouping as a grey subtotal bar. At the bottom of the table is the Total bar. If some of the table is cut off you can use the side scroll bar at the bottom of the page to move the table left and right for better visibility.
Before  | After |
Filters
Next, we'll talk about applying filters to a report to customize the data for your needs.
Filter Location
The filters on a Look are always minimized to reduce page clutter. To find them, expand the Filters option so you can see all the filters.
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Filter Options
The Commission Grouping Report currently as the following filter options:
| Reports 4.0 Name | Reports 5.0 Name | Type | Description |
|---|---|---|---|
| Compare By | Commission Detail Group By | Single-Select | This filter controls how the data is grouped together. i.e. Producer, Applicant, Carrier, etc. |
| Override | Commission Detail Producer Code Override | Multi-Select | This filter lets you look for data that has a producer's Override code inputted at the policy level. |
| Date Select > Commission Download Date | Commission Detail Commission Download Date | Date | This filter looks at the date in the Download Date column on the Commission Statement page. |
| Date Select > Transaction Date | Commission Detail Transaction Effective Date | Date | This filter looks at the date in the Effective Date column on a policy transaction. |
| Branch | Applicant Data Branch | Multi-Select | This filter lets you decide which of your agency locations data sets you want to view. |
| Date Select > Commission Statement Date | Commission Detail Statement Date | Date | This filter looks at the date in the Statement Date column on the Commission Statement page. |
| Approved | Commission Detail Approved | Multi-Select | This filter looks at whether the Commission Statement has been marked as approved or not on the Commission Statement page. |
| Producer | Applicant Data Assigned Producer | Multi-Select | This filter lets you decide which agents in your agency you want to see data for. |
Out of the three date filters, we recommend using either the Commission Download Date or the Commission Statement Date. Once you pick one, to keep things consistent, you'll want to use the same filter each time you pull the report. This is easy to do with custom filter sets, more on this later in the article.
Each filter option is going to have a dropdown option before the main filter. These can help you customize the data in the report. There are various options but the main ones are "is", "is not", and "is in range".
- "is" = This means we are looking to include the data into the report so look for everything that matches the filter.
- i.e. "is Branch Name" means we want to see the data for the agency who is called Branch Name.
- "is not" = This is the opposite of "is" which means we do not want this data including in the report.
- i.e. "is not Branch Name" means we do not want to see the data for the agency who is called Branch Name.
- "is in range" = This is a popular date filter that allows you to pick a range of dates by choosing a start date and an end date.
- When setting the end date, be sure to select one full business day after your intended date range. For instance, if you need all data for the month of Oct. you should set the end date to November 1st. This ensures all relevant data is included in the report.
Applying Filters
- To apply a single-select filter, use the "is" and value dropdowns to choose your preferred options.
- To apply a multi-select filter, use the "is" and value dropdown to choose your preferred options. To add multiple options in the value dropdown, select one and it will add it to the filter. Then, open the value filter again and select a different option. This will add the second option to the filter as well. Repeat until all values have been added.
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- To apply a date filter, use the "is" and value dropdown to choose your preferred options. Select the date dropdown and either type in the date or select the calendar icon to open a date picker calendar.
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Running the Report
Once you've got your filters the way you want them, we need to apply them to the report and get the new data.
To run a report with new filters:
1. Hover over the center of the report. This will cause a Run button to become visible.
2. Select the Run button. This will apply the filters to the report and refresh the data.
Not hovering on the Report  | Hovering on the Report  |
Saving and Exporting
Finally, let's cover saving and exporting the report.
Saving a Custom Filter Set
When you go to save a report, you are actually saving a custom filter set to apply to the master report (Commission Grouping) for later use.
Saving the report as a custom filter set instead of a separate instance of a Commission Grouping report allows for quicker access by navigating to the master report and choosing your custom filter set to change it to what you need it to be.
It also means you'll always be looking at the most recent version of the master report. This means if anything changes, you don't have to recreate the saved report. You simply add your custom filter set to the newest version of the master report.
To save a custom filter set for the Commission Grouping Report:
1. Select the Actions button.
2. Hover over the Filters option.
3. Choose Add New. This will open the Save Custom Filter window.
4, Input a unique name for the filter so you'll remember it's purpose.
5. Select Save.
Now you'll be able to see your custom filter set under the Custom Filter Set dropdown next to the Actions button. If you ever want to go back to the default Commissions Grouping report simply apply the Standard filter set.
Exporting to CSV
You can export the data into a few different formats, but we recommend sticking with the default CSV file or Excel file options.
If you need to export the data into excel for further manipulation:
1. Hover over the center of the report so that the Explore Actions icon (Gear) is visible and select it. This will open the Explore Actions menu.
Not hovering on the report  | Hovering on the report  |
2. Choose Download. This will open the Download window.
3. Update the file name if necessary. We recommend leaving the other options on their default settings when downloading a report.
4. Select Download. This will open your file explorer where you can change the file name if you didn't already and save it to your computer.
We hope this overview article was helpful in learning how to use the Commission Grouping Report in Reports 5.0. Please let us know if this article was helpful by answering the question below. Check out our related articles on the right-side of the page to learn more about EZLynx!
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