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All CollectionsReportingAllocation and Production reports
Preset Report templates
Preset Report templates

These reports are set up to save you time and give you insightful graphs

Elsa Stadler avatar
Written by Elsa Stadler
Updated over 9 months ago

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

Partner Allocation Reports

  • 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 Reports

  • 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?

  • Client Segmentation refers to any information that you might require about your client, for example date of birth, age group, product information, reversals.

  • Multiview (Statement Date by Cal.Year) refers to a detailed report about your revenue (production and allocation figures). This option / template does not include any graphs and comparisons between successive months. This is a "smaller" report.

  • Visual Multiview (Remittance Date by Fin.Year) refers to a detailed report about your revenue (production and allocation figures). This option / template does include graphs and comparisons between remittance dates. This is a "more detailed" report. If your company is making use of remittance dates this report is ideal for you.

  • Visual Multiview (Statement Date by Fin. Year) refers to a detailed report about your revenue (production and allocation figures). This option / template does include graphs and comparisons between successive months. This is a "more detailed" report.

  • Short Term Visual Multiview (Remittance Date by Fin. Year) refers to a detailed report about your short term revenue (production figures only). This option / template does include graphs and comparisons between remittance dates. This is a "more detailed" report. This report is only for short term products. It is perfect 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) refers to a detailed report about your short term revenue (production figures only). This option / template does include graphs and comparisons between successive months. This is a "more detailed" report. This report is only for short term products. It is perfect for comparative figures between commission, fees, premiums and production. You will also be able to see your annual commission received.

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

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