Commission Reports are an essential part of every transaction. Using the Commissions feature allows you to create a Commission Report for each of your transactions in Open To Close. This helps when needing to create forms like a Commission Disbursement Authorization (CDA).

In this article, we will cover how to create a new Commission Report including adding logos, property details, and the commission breakdown. If you need to navigate to a specific section in the article, use the links below.

To start a new Commission Report, go to your property and click on the More section. Under Utilities is the option for Commissions. Clicking on this will take you to the Commissions page where you can either create a new report or edit an existing one.

For this, we're going to create a new report by clicking on Create Commission Report.

Enter the name of your Commission Report, and click on Submit. The name will only show internally.

Once that is submitted, you will go to the Commission Reports Dashboard where you can click on the title of the report you just created.

There are several different sections on the Commission Report that you will want to edit. The first option is the Report Title. If you need to change the name of the report, you can do so in that section.

After that is the Logo section. You can click on Edit or Upload Logo to add a logo to your Commission Report. If you need to remove the logo, click on Edit to open a side panel on the left side and then click on the Remove Logo link.

To go back to the Commissions page, click on Back to Reports.

Adding different widgets to your Commission Report is important since it shows the details of the transaction. Click on the + Add New Widget to start adding them.

Give the widget a title so you can identify what it is and then choose a widget option from the drop-down. You can choose from the following:

Once you have the widget selected, click on Add Widget.

Now that you have the widget card added, you will see Choose under the widget name. Click on this to pick the corresponding value.

For instance, if you want the address to show on the Commission Report, you can select the Field widget, name it Address, and link it to the Contract Title which is typically the address.

Now that you have some of the details of the transaction added to the Commission Report, it's time to create the commission breakdown. Click on + Add Top Level Step next to the Purchase Amount.

The Top Level Step is going to be what the other steps are based on. If you have a 3% commission on the Buyer Agent side, you will need to split that even further for the different fees that come with every transaction. Let's go over the three different types of Top Level Steps.

You can create a Top Level Step based on a percentage of the purchase amount. When you select this option, you will need to fill in a description of the step and add the percent to be calculated. Click on Add Step once you have everything in place.

This option is helpful if you already have the commission amount calculated in a field. You can select the field you want to pull in the value for before clicking on Add Step.

Sometimes commissions are based on a flat amount rather than a percentage. In these cases, you can enter the dollar amount under the Amount or Percent section and then click on Add Step.

Once you have the Top Level Step in place, you can start adding additional steps that link back to the Top Level Step. All you need to do is click on the + Add link to the right of the step name.

There are three different options you can choose from when adding a step. Each option is broken into sections below.

If you need to split part of the commission between two or more parties, you will select Add a split (%) from the options. Be sure to define what the split is about under the Description section. Add a number to the Percent box and click Add Step.

When you use the split option, you can add additional split steps off of the top step. For example, if you have a 20/80 percent split, you can create a step for 20% and another for 80%, with each of them being added from the Top Level Step.

You can choose to have a percentage added or subtracted from any step including the Top Level Step. Make sure the Action on the step is the one you want. By default it is Add.

Just like the previous option, you can add or subtract a flat dollar amount from any step.

If you add another step to one of the Add Step options, you will see three additional steps you can use. These are the same as the initial step but allow you to copy a field value.

You can click on the blue title of the step to open it up to make changes. This is helpful so you don't have to delete the entire step and start over.

If you've made changes to the commission breakdown, you can click on Refresh in the upper right corner to update the breakdown.

When you're ready to download your Commission Report, you have a few options on what you can show on it. If you want the Step, Calculation, and/or Step Total information to appear on the PDF, check the box next to the one(s) you want. Here's what each option represents.

To the right of adding a new step is the trash icon that allows you to delete the step. Be careful when doing so because if you have steps under the one you are deleting, it will also remove those steps.

Next to the trash icon is the Commission Sync Option. This allows you to choose a field for one of the Commission Sync Options which are Sync Math Operator, Sync Calculation, and Sync Split Total. When you do this, it will update the field value with what the value is in that step.

For example, you can choose the Sync Calculation option and link it to the Commission Amount field or another similar field.

Every state is different so we've given you the option to edit your Instructions on the Commission Report. All you need to do is click on Edit and update the text that will appear at the bottom of the report. After you've updated the Instructions section, you may need to click on Refresh to see the changes.

Once everything is in place, click on Download CDA. This will download the PDF to your computer where you can view it before sending it off to the necessary people involved in the transaction.

If you don't need the report or need to start over, you can delete the Commission Report by clicking on Delete Report in the lower right corner.