This report would be extremely valuable from an agency management perspective. We are finding that some bookings are not being marked as “Booked” by agents, which means they are missing from our monthly financial reporting until the commission is eventually received, sometimes months later.

Because monthly reporting needs to be finalized within two weeks of month end, these omissions are creating inaccurate sales and revenue data and making it difficult to track true performance in real time.

Having a report that identifies files with financials on them that have not yet been marked appropriately would help us catch these issues proactively and significantly improve the accuracy of our financial reporting.

Agreed! Many agents forget to mark booked and when commission reconciliation comes around this a huge headache. Having a report would reduce this issue!

Hi Keppel green Aardvark and others who voted for this! Quick question - in your ideal world, what would you do with this report? Would you primarily want to export the data? Or click through to the specific items to take action on them? And any other specifics for what type of info you would want included in this report?