Commspace has set up a few Reports with data that is frequently requested, to save you some time.

Our two most popular reports are Client Segmentation and Visual Multiview.
Have a look at our quick video on how to download and interpret this report:

What are the template names for the preset reports?

Partner Allocation

Commspace - Client Segmentation
Commspace - Multiview (Statement Date by Cal. Year)
Commspace - Visual Multiview (Remittance Date by Fin. Year)
Commspace - Visual Multiview (Statement by Fin. Year)

Partner Production

Commspace - Short Term Visual Multiview (Remittance Date by Fin. Year)
Commspace - Short Term Visual Multiview (Statement by Fin. Year)

These reports can be used as-is and will give you valuable information on your revenue. You can also make use of the Options and the Filters at the bottom to get specific results on the reports.

To download these reports, you will need to navigate to the Reports tab and make your selection from there for either Partner Allocation or Partner Production.

Allocation vs Production - what's the difference?

Allocation Reports refer to the payable commission per partner after the product agreement split was applied.

Production Reports refer to the revenue that was received per responsible partner on the commission statement.

When would I use which report?

Partner Allocation

Client Segmentation	Any information that you might require about your client, for example date of birth, age group, product information, and reversals.
Visual Multiview (Statement Date by Statement Year)	Reporting on Statement/Calendar Year. A comprehensive and detailed report for the entire office about your revenue (production and allocation figures). This option/template includes graphs and comparisons between successive months.
Visual Multiview (Statement Date by Fin. Year)	Reporting on Financial Year. A comprehensive and detailed report for the entire office about your revenue (production and allocation figures). This option/template includes graphs and comparisons between successive months.

Partner Production

Short Term Visual Multiview (Remittance Date by Fin. Year)

Reporting on Remittance Dates.

A comprehensive and detailed report about your short-term revenue (production figures only). This option/template includes graphs and comparisons between remittance dates and is only applicable to Short Term products. It is ideal for comparative figures between commission, fees, premiums and production. You will also be able to see your annual commission received.

Short Term Visual Multiview (Statement by Fin. Year)

Reporting on Statement/Calendar Year.

For any assistance or queries regarding these reports you are most welcome to contact our support team or for further training, you can book a convenient training slot.