Module 7 — Financial Statistics and Reports
Interactive tour with screenshots — no sign-in required.
Part of Agent Basic Training.
Open Financial Statistics
From the left menu, expand Financial Statistics to reach Agent Earnings, Expense Tracker, Deduction Tracker, and T4A Tax Documents.
Monthly commissions
On Agent Earnings, start with the Agent Earnings Summary — deals paid out, income breakdown, deductions, expenses, and net payment for the period. Below that, review the Monthly Statistics table month by month.
Performance reports
Under Financial Statistics → Reports, run performance analytics scoped to your production — commissions, pipeline deals, sales volume, and rankings.
Expense Tracker
Track Outstanding Expenses (not yet recovered) and Paid Expenses (already recovered) for a selected period. Adjust filters and export Excel or PDF statements.
Deduction Tracker
Review brokerage deductions taken from your commission payments. Filter by date and deduction type, then export to Excel when needed.
T4A Tax Documents
After your broker generates T4A slips for a tax year, download the ZIP here (T4A PDF, payments summary, and Excel). If nothing appears for a year, confirm with your office that slips were generated for that tax year.