Several Agencies have asked to be able to analyze Producer Commission specifically for Policies on which more than 1 Producer has earned Commission. To facilitate this, we have created a new field:
Policy Paid Producer Count
This field works best with one of the provided Commission reports: Commission Report Policy Level or Producer Report Commission Details, although it can be added to any query or report where it is useful. To use it:
1. Open the report in QueryPlus
2. Find the new field in the filter bar:
3. Add the field to the query.
4. Open the Filter Wizard, select the new field and add this filter to it:
5. Set your date range, Policy GL Dept, Div, etc filters as you want them (remember, this report may return a whole lot of data).
6. Click Preview, then when the dataset appears, click Design Report and open the finished report.
7. Most important: test and validate the data returned by the query on your database. For a whole lot of reasons, we cannot vouch for the data that a query returns on your database, so you must check your data well enough to gain confidence that you’re seeing what you should be.