LeadCenter.AI Help Center

Contact Us Sign in

Reports

Comprehensive Fees & Commission Report
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

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

Comprehensive Fees & Commission Report

The Comprehensive Fees & Commission Report is an account-level commission report that brings together account production, company fees and commission, bank receipts, advisor commission shares, advisor payment amounts, and payment dates.

This report is based on Issued date. The date range filters by Account Issued Date, not by bank-received date or advisor-payment date.

Open the Report

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

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

Understand the Date Basis

Use this report when you want to review commission and fee details for accounts based on the account issued date.

The report includes fields for bank receipt dates, received-in-bank amounts, advisor payment amounts, and advisor payment dates, but the main date range is still based on Account Issued Date.

This means an account may appear in the selected period because of its issued date, even if related bank receipt or advisor payment activity happened at a different time.

Set the Reporting Period

Use the Account Issued Date date-range control to choose the reporting period. The KPI cards and account list update based on the selected date range and filters.

Filter the Report

Use the filters at the top of the report to narrow the account-level commission and fee information shown throughout the page.

Available filters include:

  • Source
  • Insurance Company
  • Lead Stage
  • Account Status
  • Advisor Name
  • Client Name
  • Insurance Product Type
  • Insurance Product
  • AUM Product Type
  • AUM Product
  • Contract Number
  • Account Tax Type
  • Lead Office Location
  • Fund Source
  • Account Type

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

Review KPI Cards

The KPI cards summarize key commission and fee amounts for the selected Account Issued Date range and filters.

  • Amount Issued: Account issued amount information for the selected report view.
  • Company Fees & Commissions: Company fee and commission information for the selected report view.
  • Received in Bank: Bank-received amount information for the selected report view.
  • Estimated Advisor Commission & Fees: Estimated advisor commission and fee information for the selected report view.
  • Advisor Commission & Fees Paid: Advisor commission and fee payment information for the selected report view.

The KPI cards may show percentage indicators. Use them as visible report indicators, but review the account list for account-level details.

Review the Account List

The Account List provides account-level details for the selected Account Issued Date range and filters. The report includes an Account Status field, so do not use this report as an Issued-only list.

The table is wide. Scroll left or right as needed to see all columns.

The account list includes:

  • Clickable Account ID
  • Advisor
  • Account Type
  • Client Name
  • Contract Number
  • Insurance Product Type
  • Insurance Product
  • Insurance Company
  • AUM Product
  • Account Issued Date
  • Account Status
  • Amount Issued
  • Amount Transferred
  • Company Commission / Fee Percentage
  • Company Commission / Fee Amount
  • Paid to Bank Date
  • Received in Bank
  • Advisor Base Commission
  • Advisor Commission Share
  • Advisor Payment Amount
  • Last Advisor Payment Date
  • Office Location

Select the Clickable Account ID to open the related account details page.

Understand the Amount Fields

The report brings several financial views into one account-level table. Review the visible labels carefully when comparing values.

  • Amount Issued and Amount Transferred show account production-related values.
  • Company Commission / Fee Percentage and Company Commission / Fee Amount show company fee and commission values.
  • Paid to Bank Date and Received in Bank show bank receipt-related information.
  • Advisor Base Commission, Advisor Commission Share, Advisor Payment Amount, and Last Advisor Payment Date show advisor commission and payment-related information.

Download the Report

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

Related Articles

Need more help?

If you can't find the answers you're looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.