All Quick Reports

The following Quick Reports are available from the Employee Center sidebar.

For some quick reports, a selection form is displayed so you can define selection parameters for the report. Other quick reports run immediately (no selection window) and preview in the Report Viewer. Print the report from the viewer by clicking the printer icon.

Employee
	Activity List	All activities logged for a specific employee. More...
	Employee Commission Setup	Commission percentages for one or all employees by Line of Business, Plan, Transaction, and Writing Company. This report is intended for use by your Human Resource department or individuals with equivalent security rights. More...
	Employee List	List of employees with basic employment data. It is intended for use by your Human Resource department or individuals with equivalent security rights. There are no selection options available for this report so you cannot run this report for a selected employee. More...
	Notes	Notes entered by any agency employee with security authorization to the Employee Center for the selected employee.
	Scheduled Report Recipients	A list of reports the specific employee is scheduled to receive or approve. There are no selection options available for this report so you cannot run this report for a selected employee ,
	Suspense	List of suspended items for the specific employee. Management can use this report to verify that items are being suspended properly, and that they are being cleared in a timely manner. More...
Accounting
	Commission Payable Statement	Use this report to manage and report commission amounts due to your employee. More...
	Employee 1099	The 1099 Report assists your agency in identifying general ledger expenses that may be subject to filing of Form 1099 with the IRS. It identifies the 1099 category and type, and the transaction amount .More...
	Producer/Broker	The Producer/Broker report lists information by employee/broker for: Details on posted billings for the selected date range. General ledger reconciliation amounts that identify what portion of the commissions payable for the employee/broker posted to the general ledger and what amounts are recorded as memo commissions. Checks, receipts, journal entries, employee draw and expense & reimbursements. More...