The General and Advance Filters tab on the Commission Due Report screen provides a list of filters that can be used to refine the data displayed in the report.
Below is a table that shows the filters and their explanations: Using these filters, you can customise the report to show only the information that is relevant to your needs, making it easier to analyse and take action based on the report data.
| General Filters | Explanations |
|---|---|
| Report Based On | You will see three radio buttons under this section: As on Date: The system will display agent commissions in the report if their due date is on or before the specified date, as long as all other selected parameters are met. Transaction Date: The system will display invoices in the report if their date falls within the specified start date and end date, as long as all other selected parameters are met. Due Date: The system will display invoices in the report if their due date falls within the specified date range (start date and end date), provided that all other selected parameters are met. |
| Enrolments to include | This is a dropdown field select any one from the dropdown such as Current, Started/To Start, Finished/To Finish |
| Enrolment Start Date | Select the enrolment start date from the calendar icon. |
| Enrolment End Date | Select the enrolment end date from the calendar icon. |
| Campus | Select a specific campus or select multiple campuses for your RTO if you are submitting this report for multiple campuses. |
| Program | This is a magic search field and you can search for multiple Programs by typing the Program Code. |
| Show Parameter Entries | You can select multiple payment entries type such as all entries, pending payments. |
| Group By | Please see TEAMS Basics |
| Sort By | Please see TEAMS Basics |
| Asc/Des | Please see TEAMS Basics |
| Advanced Filters | Explanation |
|---|---|
| Include zero balance statements | The system will display commissions with a zero balance. |
| Include cancelled enrolments | The system will only include cancelled enrolments with start dates within the specified report period and exclude those marked as cancelled outcomes. |
| Agent | Select multiple agent from the dropdown field |
Select the “Print” Icon 
to generate the report, the system will direct you to the report dashboard screen. You can see the report status over there if it’s generated or not. Once it’s generated, download the report.
If you have any queries, please do not hesitate to contact us on 1300 85 05 85 or email us on support@rtosoftware.com.au