This section of reports will provide details of the Agents and Companies you have set-up in your Zaui system.
From the navigation bar, select Reports > Agents and Companies...
| Report Name | Definition |
|---|---|
| Company Details Report | This report offers a synopsis on all of your company accounts. It provides a way to compare the agent rates and account types. |
| Active Companies Report |
This report is filtered by the date range of the commission earned. The information allows you to compare gross sales among different companies to find out who your top-selling partners are within a given date range. What determines if a company is active or not is if they are configured for either commission or discount/net rates. |
| Agent Details Report | Similar to the Company Details Report, however, this report offers a synopsis on Agent information. Here, you can compare rates and agent types within groups. |
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