Trail Variation Report

The Trail Variation report highlights any payments that have decreased or increased by a defined threshold. 

How to use the Trail Variation Report

To use the Trail Variation report you will set some of parameters:

• The Tolerance is the threshold at which you want to see the variance. For example, by selecting a 20% tolerance the report will display any trail that has reduced by more than 30% from the previous month.
• The Target month is the month for which the trail commission was paid. 

To generate a Trail Variation Report: 

1. Go to the Commissions App and select Trail Variation:
2. Set the parameters of your search (Target month and Tolerance)
3. The relevant Loan Accounts will automatically populate
4. Select the loan account and view the variations listed on the right

What should you do if you find a variance in your Trail?

If you do find a variance in your trail, raise a commissions enquiry by clicking on the New Enquiry button and submit an enquiry with the Commissions Helpdesk.