Core Agent Reports

Article summary

Did you find this summary helpful?

Thank you for your feedback

Agent Core Reports offer a comprehensive insight into agent activities, commissions, goal achievements, and performance metrics.

Note
While Core Reports offer commonly requested data, they are not customizable beyond their existing functionality.

The table below lists the available agent reports, description, and how to run.

Note
Only one user can be pulled at a time.

Report	Description	How to Run
Commission	Offers a detailed view of agent commissions for transactions.	Select the date range. Select the user name. Choose the Output format. Click run.
Goals	Highlights how often agent goals were met.	Select the date range. Select the user name. Choose the Output format. Click run.
Performance Summary Report	Provides a summarized overview of agent activities, including payments commissions, phone calls, and other communications.	Specify the date range (and optionally, start and end hour). Select the user name. Choose the Output format. Click Run.
Scorecard	Displays each agent with their payments and promises over the next 12 months.	Select the user. Choose the Output format. Click run.
Time on Account	Offers a detailed view of the time agents spend per account. Note: Report performance varies by company size. Please choose a date range accordingly, as a date range spanning only a single day provides the best performance.	Select the date range. Select the user. Choose the Output format. Click run.

Agent Goals
Agent goals are configured in the user profile. The reports data for Agent Goals is updated once a month by a job.

The table below lists the permissions needed to view and run the associated reports. Refer to Finding Permissions and Permission Roles in ACE for additional details.

Menu Location	Permission(s)
Agent → Commission	REPORT_SQL_VIEW REPORTS_AGENTS_COMMISSION
Agent → Goals	REPORT_SQL_VIEW REPORTS_AGENTS_GOALS
Agents → Performance Summary	REPORT_SQL_VIEW REPORTS_AGENTS_PERFORMANCE_SUMMARY
Agents → Scorecard	REPORT_SQL_VIEW REPORTS_AGENTS_SCORECARD
Agents → Time on Account	REPORT_SQL_VIEW REPORTS_AGENTS_TIME_ON_ACCOUNT

Was this article helpful?

Table of contents