Send your Advisors a statement of all their reconciled commissions and adjustments within a date range with the Advisor Statement. This report is found under Reports > Tres Defined.
Advisor Statement
Toggle between the Statement and Summary with the appropriate button.
Use the Advisor filter to fetch a statement for a single Advisor. Enter a date range in the Advisor Reconciliation Date Range filter. This filter defaults to a range from the beginning of time to todays date.
Click Search.
The Statement List on the left displays each Advisor and clicking on their name displays their individual Advisor Statement. You may see multiple Advisors in this list if you left the Advisor filter blank.
Reservations reconciled within the date range are displayed, and adjustments are displayed after.
The statement is branded to your agency, with the name and contact information of the Advisor.
Export, email, print as a pdf, or view in a new web tab with the appropriate buttons.
Advisor Summary
Toggle between the Statement and Summary with the appropriate button.
The Advisor Summary displays all the same data from the Advisor Statement on a single report. Clicking on the Advisor name will expand the row to view all reservation details.
Export or print the report with the appropriate buttons.