Enhanced Placement Commission User Info Report

Enhanced Standard Reporting Availability 

Enhanced Standard Reporting is now available as an optional feature for your system.

Want to opt in NOW? Submit a support ticket or contact your CSM to enable this feature and access faster processing, extended historical data, and improved reliability.

Customizing and Sharing This Report

Columns: Use the column selector to show, hide, or reorder columns to match your workflow.

Filters: Your filter selections are remembered between sessions — the report opens with your last-used settings automatically.

Sharing (INSIGHTS users): You can duplicate, rename, and share customized versions of this report with team members, and schedule automated delivery by email. System-level reports remain unchanged and available to all users.

Sharing (Standard users): You can duplicate this report and customize filters for personal use. To share a customized version with your team, duplicate the report, apply your preferred filters, and share it directly with individual users. System-level reports cannot be modified or set as a default for all users. See Enhanced Standard Reporting Overview for more detail.

The Placement Commission User Info Report provides detailed visibility into commission structures across your placements. Track commission allocations, user assignments, and commission percentages to verify payment accuracy, analyze commission distribution patterns, and ensure proper credit allocation for successful placements.

Enhanced Reports

Note: This report is part of the INSIGHTS product. Contact your Account Manager to learn more about accessing INSIGHTS and Analyze Reports.

On This Page

→ Accessing the Report

→ Understanding This Report

→ Using Filters

→ Reading the Data

→ Commission Management

→ Exporting Your Data

Accessing the Report

1. Click the Analyze tab in the main navigation
   The Reports section will automatically open in the left sidebar
2. In the search field, type PLACEMENT
3. Click the Placement Commission User Info Report

Note: Reports load with Today & Yesterday as the initial default. Once you adjust filters, the report remembers your selections for future sessions. If you see unexpected results, check your active filters in the right panel. The data you see depends on your security permissions—users with restricted access may see fewer placements than colleagues with broader visibility.

Understanding This Report

What This Report Shows You

The Placement Commission User Info Report displays commission structure details for all placements within a specified timeframe. When a placement has multiple commission users, each commission user appears as a separate row—this means the same placement will appear multiple times, once for each person receiving commission credit.

The report pulls assignment and commission data from the Front Office, providing a complete view of how commission credit is allocated across your placement portfolio. Use this to audit commission structures, verify payment accuracy, and analyze commission distribution patterns across your organization.

Why Use This Report

This report helps you manage commission structures and answer critical financial questions:

• Which placements have commission allocations, and who is receiving credit?
• Are commission percentages configured correctly for all active placements?
• Which team members are earning commission from placements in a specific period?
• Are there placements with missing commission assignments that should have them? 
• How is commission distributed across different commission types (e.g., sales vs. recruiting)?
• Which offices or regions generate the most commission-bearing placements? 

Who Benefits From This Report

Finance / Payroll Teams: Verify commission structures are configured correctly before processing commission payments. Audit commission allocations to ensure percentages match agreed-upon splits and identify any placements with missing or incorrect commission assignments. 

Sales Leadership / Recruiting Management: Analyze commission distribution across team members to understand who is driving placement revenue. Track commission earnings by user, commission type, or office to inform compensation planning and performance evaluations.

Operations / Compliance: Identify placements with no commission allocation when commissions should be assigned. Monitor commission structures to ensure they align with employment agreements and compensation policies. 

Individual Contributors (Sales Reps / Recruiters): Review your personal commission allocations across placements to verify you're receiving proper credit for your work.

Using Filters

Filters appear on the right side of your screen and help you focus on specific segments of your placement and commission data. All filters default to "Include all" when you first open the report.

Available Filters

Filter Name	What It Does	When to Use It
Division	Filters placements by employer/division	Review commission structures for a specific business unit or employer entity
Region	Filters placements by geographic region	Compare commission allocations across territories or analyze regional commission patterns
Office	Filters placements by branch location	Evaluate commission structures for specific offices or investigate branch-level commission distribution
User Type	Filters by placement commission user type (plus "No User Type" option)	Focus on specific commission types or select "No User Type" to identify placements with no commission allocation at all
User	Filters by specific users in the commission allocation (plus "No User" option)	Track commission allocations for individual team members or select "No User" to show placements with no commission users assigned
Active Placement	Filters for placements that are currently active, with quick date range options	View commission structures for active placements within specific recent timeframes (Last Month, This Week, etc.)
Placement Start Date	Filters by when the placement extension began	Analyze commission structures for placements that started within a specific date range
Placement End Date	Filters by when the placement extension is scheduled to end	Focus on commission structures for placements concluding within a specific timeframe

Note: The Active Placement, Placement Start Date, and Placement End Date filters are separate—you can use one, multiple, or all three simultaneously to refine your results. Each has its own date range options.

Applying Your Filter Selections

1. Click on the edit icon next to any filter name to expand it
2. Make your selections by checking boxes or choosing from dropdowns
3. Click Apply to update the report with your filtered view
4. Click Cancel to discard changes and return to the previous filter state

Reading the Data

The Placement Commission User Info Report creates one row for each commission user on a placement. If a placement has three people receiving commission credit, that placement appears three times in the report—once for each commission recipient with their specific User Type, User name, and Commission Percent.

Key Field Categories

The report organizes information into logical categories:

Organizational Context: Placement Employer, Placement Region (hidden by default, can be selected to display), Placement Office identify the organizational structure associated with each placement.

Placement Identification: Placement ID, BO Placement ID (hidden by default, can be selected to display), Job, Job ID, BO Job ID (hidden by default), Job Title identify the specific placement and associated requisition.

Candidate & Client Details: Talent ID, BO Talent ID (hidden by default), Talent (full name), Company ID, BO Company ID (hidden by default), Company, Department provide context about who was placed and where.

Timeline Data: Start Date, End Date show the placement extension period.

Rate Information: Reg Pay Rate, Reg Bill Rate, OT Pay Rate, OT Bill Rate provide compensation details for the placement.

Commission Structure: User Type (commission type assigned), User (commission user assigned), Commission Percent show how commission credit is allocated.

Note: Several fields are hidden by default but can be selected to display in the report: Placement Region, BO Placement ID, BO Talent ID, BO Job ID, and BO Company ID. These Back Office ID fields are useful when cross-referencing data between BOLD and CLASSIC systems.

Field Category	How to Use It
User Type & User	User Type shows the commission category (e.g., Sales Commission, Recruiting Commission). User shows the specific person assigned. Together, these fields reveal who receives credit and under what classification.
Commission Percent	Shows the percentage of commission allocated to each user. Each row displays one user's commission percentage. To see the total commission allocation for a placement, sum the Commission Percent values across all rows sharing the same Placement ID.
Multiple Rows Per Placement	The same Placement ID, Talent name, Company, and Job Title will repeat across multiple rows when commission is split among several users. Each row shows a different User and their respective Commission Percent for that placement.
"No User Type" Filter	When selected, displays placements with no commission type assigned at all.
"No User" Filter	When selected, shows placements with no commission users assigned.

Interpreting What You're Seeing

Same placement appearing multiple times: This is expected behavior when multiple people receive commission credit. Look at the Placement ID to identify which rows belong to the same placement, then review the User and Commission Percent columns to see the complete commission split.

Placements with no commission allocation: Use User Type filter set to "No User Type" to identify placements missing commission structures. These may represent setup errors requiring correction or legitimate scenarios where no commission applies. 

Commission percentages not totaling 100%: Sum the Commission Percent values for all rows sharing the same Placement ID. If the total is less than 100%, commission credit may not be fully allocated. If it exceeds 100%, this may be intentional (team selling rewards) or a configuration error. 

Rate information context: Regular and overtime rates provide context about placement value when analyzing commission structures. 

Commission Management

Auditing Commission Accuracy

Use the Active Placement filter to see all currently active placements and their commission structures. Export this data before processing commission payments to verify all active placements have correct commission allocations. 

For each unique Placement ID in your export, verify that the commission percentages across all rows sum to the expected total. 

Identifying Missing Commission Assignments

Set User Type filter to "No User Type" and review the resulting placements. Determine whether these legitimately don't require commissions or represent setup gaps needing correction.

For placements requiring commission allocation, note the Placement ID and update commission structures in the placement record. Changes apply going forward only, not retroactively.

Team Performance Analysis

Filter by individual users to see all placements where they're receiving commission. Since each row represents one commission allocation, counting rows for a specific user shows how many placements they're earning commission from. 

Compare commission allocation across team members to understand distribution patterns. 

Commission Type Analysis

Filter by specific User Types to see how commission is distributed across different commission categories. This helps you understand the balance between sales commissions, recruiting commissions, and other commission types in your structure. 

Historical Commission Review

Use the Placement Start Date filter with a historical date range to review commission structures from past periods. Compare historical commission allocations against current structures to identify changes in your commission policy over time. 

Exporting Your Data

Export your report data to share with stakeholders, perform additional analysis, or maintain records outside of Avionté.

1. Apply any filters you want to include in your export
2. Click the three-dot menu icon (⋮) in the top right corner of the report area
3. Select your preferred format from the Download submenu:
   • Image: Creates a visual snapshot of the report as currently displayed
   • CSV File: Exports raw data compatible with Excel, Google Sheets, and database tools
   • PDF File: Generates a formatted document suitable for printing or formal distribution

Note: Your export will include only the data visible based on your current filter selections. To export all placements with commission data for the period, ensure all filters are set to "Include all" before downloading. Remember that placements with multiple commission users will appear as multiple rows in your export.

Additional Export Options

The three-dot menu also provides options to repeat rows (useful for printing), merge rows, and other display customizations. These settings affect how your report appears on screen and in exports.

Refreshing the Report

Report data refreshes automatically in the background. However, if you want to see the most current information immediately after changing filters or if you know placements or commission structures have been updated, you can manually refresh.

1. Locate the circular arrow icon above the filter panel on the right side

   
2. Hover over the icon to see it expand and display the word "UPDATE"
3. Click the icon to re-run the report based on your current filter selections

The report will reload with the latest data from your database, reflecting any new placements, commission structure changes, or updated information since you last viewed it.