Report on Future Trail Commission and Fees

Report on Future Trail Commission and Fees

1. You can use a report within Durell to review future trail commission.
2. Begin by navigating to the Policy list. Click on the “Signpost” button, then on “Life” and then “Post monthly commission & fees”

1. In the new window that appears, input your upper date range as far in advance as you require.
   
2. You can also use this window to instruct the report to show you all commission and fees, or limit the report by a specific insurer, policy stage, adviser or introducer. Use the drop down windows to add any filtering to the report:
   

1. The next page will display a list of future commissions and fees. You can review the page as it is, ordering the data using the green binoculars button.
2. Print the report or export it into Excel by clicking “File”, scrolling across on “Print” and then click on “Life commissions”:

1. From the next window you can Print the report or export it into Excel by clicking on the envelope button, selecting “Excel 8.0 (XLS)” and clicking ‘OK’:

1. Exporting it into Excel will let you order the data further.