Group 1: Branch Agent Rosters
The agent roster reports present a convenient list for managers and administration of key information for agents assigned to the branch. The first report, branchagentrosterbyAgentID, shown above, is ordered, or sorted, by Agent ID. Items included in the roster report are:
AgentName: the name entered for browser window selections with Add/Edit Agents
AgentID: the agent ID or code assigned
Start: the start date with the company
A/E: the kind of record entered. This is set to "AGENT", but you can change to include Employees.
Type: the type of Agent such as Part Time, Full Time, Selling Manager and others
Status: is set to Active or Terminated. The standard report selects Active only, but you change it. Note that you can assign other agent status' in the BOS Preferences section and these can be selected when running rosters.
Office: the office (code) the agent is assigned to.
CommPlan: the commission plan ID assigned to the agent for calculating sales gross commissions.
DedPlan: the deduction plan ID assigned to the agent for commission earnings deductions from gross commission at check writing time.
H-Phone: agent's home phone number.
Birthday: the birth month and day.
LicenseExpiry: date that the agent's board license expires.
License#: agent's board license number.
The following roster reports have the same content, but offer other sort orders (e.g. Birthdate):
branchagentrosterbyAgentID use this one for looking up by number
branchagentrosterbyBirthdate arranges the roster by birthdate month
branchagentrosterbyLicenseDate helps to check on upcoming expiry's
branchagentrosterbyName use for looking up by name
branchagentrosterbyPlanID orders by commission plan ID helps in plan assignment verification
branchagentrosterbyStartDate orders roster by start date, earliest first
Special "by Type" Branch Agent Roster:
A special agent roster report: branchagentrosterbyType , groups the agent roster by agent type. As shown above, Full Time, Part Time, Selling Manager and Selling Broker/Owner.
AgentName: the name entered for browser window selections with Add/Edit Agents
AgentID: the agent ID or code assigned
Start: the start date with the company
A/E: the kind of record entered. This is set to "AGENT", but you can change to include Employees.
Type: the type of Agent such as Part Time, Full Time, Selling Manager and others
Status: is set to Active or Terminated. The standard report selects Active only, but you change it. Note that you can assign other agent status' in the BOS Preferences section and these can be selected when running rosters.
Office: the office (code) the agent is assigned to.
CommPlan: the commission plan ID assigned to the agent for calculating sales gross commissions.
DedPlan: the deduction plan ID assigned to the agent for commission earnings deductions from gross commission at check writing time.
H-Phone: agent's home phone number.
Birthday: the birth day and month.
LicenseExpiry: date that the agent's board license expires.
License#: agent's board license number.
The report is grouped by the agent Type and count totals are included for each Type group. E.g. above there are 4 Full Time agents in BRANCH1.
Branch Agent Addresses and Detail Report:
To view and verify your agent mailing and other key information, use the "Address and Detail" reports. An example of the
branchagentaddressesbyAgentID, shown above, is ordered, or sorted, by Agent ID. Items included in the address and detail report are:AgentName: the name entered for browser window selections with Add/Edit Agents
AgentID: the agent ID or code assigned
SSN: social security number of the agent
BoardLicID: the agent's board license number
VendorNumber: the vendor number assigned, if any, used for the accounting interface
FirstName: first name entered in BOS record
LastName: last name entered in BOS record
Mailing: agent's home street and city, state, zip for US mail
EmailAddr: agent's email address
H-Phone: agent's home phone number.
Business: business phone number for agent
Fax: fax number for agent
Cell: agents cell/digital phone number
Office: the branch office (code) the agent is assigned to.
Status: is set to Active or Terminated. The standard report selects Active only, but you change it. Note that you can assign other agent status' in the BOS Preferences section and these can be selected when running rosters.
A/E: the kind of record entered. This is set to "AGENT", but you can change to include Employees.
Type: the type of Agent such as Part Time, Full Time, Selling Manager and others
Birthday: the birth day and month
Start: the start date with the company
LicenseEx: date that the agent's board license expires.
Term: termination date of the agent if status is terminated.
CommPlan: the commission plan ID assigned to the agent for calculating sales gross commissions.
C-PlanStart: the start, or beginning effective date, of the commission plan assigned
C-PlanEnd: the end date for the commission plan assigned.
DedPlan: the deduction plan ID assigned to the agent for commission earnings deductions from gross commission at check writing time.
The following two address and detail reports have the same content:
branchagentaddressesbyAgentID use this one for looking up by number
branchagentaddressesbyName use for looking up by name