Commission Report
This report is filtered based on your division settings:
- Function: Operational
- Work Type: Full Project
The Commission report shows one team member's commissions in three tables: the payments made in a date range, the first payments still waiting on a second payment, and the first payments their projects are expected to earn.
Accessing the Report
Reports > General > Commission
Who You Can See
The report opens on your own commissions.
- With View All Commission, you can pick any user in your company, or - ALL - to see every user at once.
- Without it, you can pick yourself or anyone who reports directly to you.
Anyone else is refused, even through a shared link.
Before October 2026 this report used the View All Timesheets permission. It now uses View All Commission, the same permission as the commission module's own reports. If someone who used it can no longer see other people's commissions, an administrator can grant them View All Commission.
Paid Commission
Commission payments dated in the range, grouped by user and then by commission rule. Each group has a heading row (User - Rule) and ends with a Total row, even when it comes to $0.00; the Overall Total sums every payment shown. Payments on hidden commission rules are left out.
| Column | Description |
|---|---|
| Project | Client last name and job number. Click it to open the project |
| Division | The project's division |
| Original Sold | The sold production estimate |
| Total Sold | The sold estimate plus sold change orders |
| Total Sold DM | Total Sold minus estimated cost (change orders included), with its percentage |
| Current DM | Total Sold minus the project's current cost, with its percentage |
| Current Cost | The project's current cost |
| Payment Date | The commission payment's date |
| Payment Amt. | The amount paid |
This table keeps its grouping and cannot be re-sorted.
- A project with more than one sold production estimate is listed once, with Original Sold adding the estimates together.
- An amount shown as $ — — has no value, for example a project with no sold production estimate.
Unpaid Second Commissions
Projects where the user received a rule's first payment but not the related second payment. Second-payment rules that are hidden are left out, since they no longer pay. This table does not follow the date range: it lists every first payment still waiting. With - ALL - selected it covers every user and adds a User column.
| Column | Description |
|---|---|
| Project | Client last name and job number |
| Division | The project's division |
| Total Sold | Sold estimate plus sold change orders |
| Current DM Dollars | Total Sold minus current cost, with its percentage |
| Current Cost | The project's current cost |
| First Payment Date | When the first payment was made |
| First Payment Amt. | The first payment's amount |
| Completion Date | Production completion date |
Upcoming First Commissions
What each first-payment rule would pay the user now: the projects the rule covers and has not paid yet, priced exactly as Pay Commissions prices them. Hidden rules are left out. A project covered by two rules is listed once for each. This table does not follow the date range. With - ALL - selected it covers every user and adds a User column.
| Column | Description |
|---|---|
| Project | Client last name and job number |
| Rule | The first-payment rule |
| Division | The project's division |
| Total Sold | Sold estimate plus sold change orders |
| Sold DM Dollars | Sold estimate minus its estimated cost, with its percentage |
| Sold Date | The project's actual close date |
| Est. First Payment Amt. | What the rule would pay, worked out from its payment rows as Pay Commissions does. $0.00 when the project meets the rule's criteria but none of its payment rows |
The TOTAL row sums Total Sold, Sold DM Dollars and Est. First Payment Amt.
The amount can change before it is paid, as the project's figures change. Pay Commissions works it out again when you pay.
Available Filters
| Filter | Description |
|---|---|
| Payment Date From / To | The payment-date range for Paid Commission. Defaults to the current month. Presets pick common ranges |
| User | Whose commissions to show. - ALL - appears only with View All Commission |
| Division / Function / Work Type | Shown when your company uses them. See the data scope note at the top of this page |
Filters are kept in the page address, so you can bookmark or share a filtered view. Changing the dates reloads only Paid Commission.
Exporting
Each table has its own Export CSV button. The paid export lists every payment with its user and rule and ends with the overall total. The unpaid and upcoming exports name the user on every row, and the upcoming export also names the rule and ends with its totals row. Amounts are plain numbers, ready for a spreadsheet.
Related Topics
- Commission Reports — The commission module's Paid Commission, Commission vs Estimated and Project Summary reports
- Pay Commissions — Review qualifying projects and record payments
- Commission Rules — How rules, criteria and payment tiers are set up