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Advisor Commission & Fees Payments Report
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Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Advisor Commission & Fees Payments Report

The Advisor Commission & Fees Payments report helps you review advisor commission and company fee payment activity from two different date views: payment date and account issued date.

This report has two tabs. The selected tab changes which date the report uses, so the same payment may appear in different reporting periods depending on whether you are reviewing payments by Commission Paid Date or by Account Issued Date.

Open the Report

  1. In LeadCenter.AI, select Reports in the left sidebar.
  2. Open Commission Reports.
  3. Select Advisor Commission & Fees Payments .

This report updates every 15 minutes, so the latest data may not appear immediately.

Choose the Report Tab

Use the report tabs to choose the date basis for the payment data you want to review.

Tab Date basis Use this view to review
By Commission Paid Date Advisor Commission / Company Fees Payment Date Commission or company fees paid during the selected payment date range.
By Account Issued Date Account Issued Date Commission or company fees paid against accounts issued during the selected account issued date range.

In the By Commission Paid Date tab, the date control is labeled Commission Payment Date. The payment timeline is based on the advisor commission or company fee payment date.

In the By Account Issued Date tab, the date control is labeled Account Issued Date. The payment timeline is based on the account issued date.

Understand the Date Difference

The same commission or company fee payment can fall into different selected periods depending on the tab you use.

  • Use By Commission Paid Date when you want to see amounts paid during the selected payment date range.
  • Use By Account Issued Date when you want to see amounts paid against accounts issued during the selected issued date range.

This distinction is important when payment timing and account issue timing do not fall in the same reporting period.

Set the Reporting Period

Use the date-range control to set the reporting period for the selected tab. The charts, summary values, and detailed list update based on the selected tab, date range, and filters.

  • In By Commission Paid Date, the summary payment card is labeled Commission / Company Fee Paid and includes a comparison with the previous year when available.
  • In By Account Issued Date, the summary payment card is labeled Commission Paid and includes a comparison with the previous year when available.

Filter the Report

Use the filters at the top of the report to narrow payment activity by account, product, advisor, client, or contract details.

Available filters include:

  • Account Type
  • Product
  • Advisor Name
  • Client Name
  • Contract Number

Select Reset Filters to clear the selected filters and return the report to its default view.

Review Report Sections

The report includes several sections for reviewing advisor commission and company fee payment activity.

Section What it shows
% Advisor Commission / Company Fees by Type Advisor payment amount grouped by account type.
% Share of Advisor Commission / Company Fees Advisor payment amount grouped by advisor.
Advisor Commission / Company Fees Payment Timeline Payment activity over time, based on the selected tab’s date basis.
Advisor Commission / Company Fees Payment Summary payment information for the selected tab, date range, and filters.
List of Advisor Commission / Company Fees Payments A detailed list of payment records matching the selected tab, date range, and filters.

Review the Payment List

The detailed list provides payment-level information for the selected tab, date range, and filters.

The list includes:

  • Clickable Account ID
  • Contract Number
  • Customer Name
  • Advisor Name
  • Product
  • Account Type
  • Account Issued Date
  • Amount Issued ($)
  • Is Lead
  • Advisor Commission Payment Date
  • Advisor Payment Amount ($)

Use the Clickable Account ID to access the related account identifier from the report.

Download the Report

Select Download (PDF) to download the current report view as a PDF.

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