Agent Bookings Report

This report is for organizations handling both agency and direct enquiries, allowing you to focus on agency-only business within a specific date range.

Tip: To identify an agent, use the Agent Tab in the Clients Module and select from the Market Sector / Industry Category pick-lists.

Select Date Range: Choose the date range for your report.

Choose Report Type: Select either:

• Summary Report: Shows total spend and commission by agent.
• Detailed Report: Includes all individual bookings along with totals.

Preview or Reset: Click to preview the report or reset your selections. A sample of the Agents Detailed Report preview is shown below.

TIP  You identify an agent by setting this option in the Clients Module, Agent Tab, using the Market Sector / Industry Category pick-lists.

Once you have chosen your date range, you can select either Summary Report which provides total spend and commission by agent, or Detailed Report which additionally lists all of the relevant bookings.

Select Preview or re-set. Sample preview Agents Detailed report shown below.