Make sure you take full advantage of your annual trail report to make tax time a little easier.

The Commission Report in the new Analytics platform provides a series of reports to help summarise and explore your commission payments. The ‘Commission Breakdown’ report provides you the option to view your commissions by date, participant, lender, referrer, primary sales rep and loan writer. You can export the date from this report to show commissions paid between an entered date range, specifically useful for end-of-financial-year reporting.

To access this report, you will require commission views in FLEX. If you don't have commission view, reach out to your Master Agent to see if they may be able to assist.

For more information, check out our step-by-step guide by searching 'Finding the Commission Breakdown report' in Help.