We've released a new consolidated earnings report that replaces the old "Financial Statistics" view. The page is still titled "Financial Statistics" for brokers and admins; for agents, it's called "Agent Earnings".
This report provides a holistic picture of everything a given agent has earned and spent over a given time period — including expenses recovered outside of deal payments (e.g., from credit cards, e-transfers, and so on). For broker and admin users, this report can also be generated for all agents.
Key features include:
- You can now select any date range for this report rather than being limited to a calendar year. This will be helpful for agents who have different fiscal years, or in cases where a full history spanning multiple years is needed.
- The report summary section is complete and intuitive.
- There is a detailed breakdown by month that provides a listing of each transaction. For deal payments, each deduction and expense is listed, so it's easy to understand how the total net payment was calculated.
- The report can be exported to PDF or Excel. The Excel version of the report contains two tabs, with the only difference being that the "Detailed Payments" tab contains the full breakdowns of each payment.
This report will be distributed with T4As in future, replacing the multiple reports that were previously required to generate a full picture of agent earnings.
We welcome any feedback about this report as there are no doubt ways to improve it even further.