Source of Business Report

Locations

REPORTS > Management Reports > Sales & Marketing

REPORTS > Periodic Procedures > Monthly

Purpose

The Source of Business Report provides a listing all rental activity by agents IDs and referrals within source codes. Use this report to see the volume of business generated by each source of business and to pay commissions.

Options

Select By – Contracts can be selected be either their date out or by their report date.

Report Type – The report can show contract details or just grand totals for each source.

Page Break for each Source – If this box is checked, each source will be printed on a new page.

Page Break for each Referral – If this box is checked, each referral will be printed on a new page.

Print Address for each Referral – If this box is checked, referrals will have their address printed next to their name.

Post To Financials – If this box is checked, the contracts’ commission information is updated and the report data is sent to a file that can then be imported into an accounting system. Before posting, a proof run can be performed by not selecting this option.

Build NPC File – If this box is checked, a commission file is built and e-mailed to the NPC vendor. This option replaces the "Post To Financials" option if a location is set up with NPC information.

Data Selection

Contracts are selected by the following rules:

• If the Select By option is set to "Date Out", the contract’s date out must be in the report’s date range.
• If the Select By option is set to "Date In", the contract’s report date must be in the report’s date range.
• The contract’s location out (for open contracts) or reporting location (for closed contracts) is selected in the reporting lists.
• The contract’s source of business is in the report’s source range.
• The contract’s referral is in the report’s referral range.
• The contract’s agent is in the report’s agent range.

Posting

Each contract on the report is updated with commissions calculated from the referral's commission information.

Posting is supported in only the QuickBooks accounting interface.