BrokerChamp
Official Documentation
Official Documentation
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Compensation Plans Report

How to see every compensation plan in use, how many agents are assigned to each one, and the full agent roster per plan.

Updated August 18, 2026

Where to Find It: Admin Tools in the left sidebar, or press / for Search, then Reports and Accounting under Deals & Compensation. On the reports hub open the Agent Reports menu and pick Compensation Plans.

Who can run it: any administrator. The Search shortcut to Reports and Accounting appears for admins with the Transactions capability (that is the checkbox name on Admin Roles), and Primary Admin includes it.

What Is on the Page

  • A summary card for every plan, showing the plan name and how many agents are on it. Clicking a card scrolls you down to that plan. Nothing expands or opens in place.
  • An Agent Count by Plan chart.
  • An Agents by Plan section: one table per plan, listing Agent and License.
  • A badge in the heading with the number of plans in use.

Getting to the Detail

Step 1: Click a plan name in the Agents by Plan section to open that plan in the compensation plan editor.
Step 2: Click an agent's name to open their profile.
Step 3: Export this data downloads the whole report as a CSV.
Note: Agents with no plan assigned are grouped under No Plan, which makes this the fastest way to catch someone who was set up without a compensation plan. That group has no plan name to click through to.
Note: This report has no Year, Month or Status filters. It is a snapshot of who is on which plan right now, not a historical view.
Tip: For dollar totals by plan rather than head counts, use Compensation Plan Totals under Transaction Reports. It is a different report on the same hub.

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