Report Guide

This guide provides step-by-step instructions for navigating and using the reporting features to track sales and commissions. It outlines how to access each report, apply filters, and export data in multiple formats, helping users manage and analyze their information efficiently.

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Accessing reports

From the Partner Space homepage, select the "**Reports"** tab in the navigation menu. \ \ ***Note:*** *Advisors assigned the **User** role will not see the Reports tab. Access is limited to users with Administrator permissions.*

From the Reports section, select "**All Reports"** to access the full list of reports available to your organization.

Available reports

Select the report you'd like to view from the options below: - **Commission T1–R1**: Shows all sales recorded under your distribution code, including the commission earned for each coverage type within each contract sold. - **Commission T2–R2**: This report is not currently available. - **Coverage (Couvertures)**: Enables Administrators to review which coverages were sold under each policy, including any changes or updates made over time.

**Commission T1–R1** gives Administrators a real-time view of their team's sales activity. Use this report to monitor contracts sold under your distribution code, review premium amounts, and track commission earned. Premium totals reflect any modifications made to the contract after the original sale.

**Coverage (Couvertures)** gives Administrators a detailed breakdown of the coverages sold under each contract. Use this report to monitor active coverages, review premium amounts by coverage line, and track any changes made to a policy after the original sale. Premium totals reflect all modifications applied to the contract.

Applying filters and sorting contracts

**Filtering and sorting your report:** 1. Select the **filter icon** on the right side of the screen to adjust your date range and narrow results to a specific time period. 2. Customize your view by deselecting columns at the bottom of the screen to display only the information most relevant to you. 3. Select any **column header** to sort your results in ascending or descending order.

Exporting reports

Select **Export** to download your report. Two export formats are available: 1. **Formatted Report** 2. **Details Only**

**Formatted Report**: Exports the report in the same layout as it appears in Partner Space, including detail rows, subtotal lines per contract, and a grand total. *This format is ideal for sharing with stakeholders or presenting data in a familiar, organized view.*

**Details Only:** Exports a clean, unformatted version of the report with raw data organized in simple columns, optimized for filtering and analysis in Excel or a similar spreadsheet application. *This format does not include detail rows, subtotal lines, or a grand total.*