Reporting
Learn about all things reporting and analytics
By Jade and 6 others7 authors27 articles
- Explore data from your reporting dashboardsHow to use Explore to filter, add columns, swap dimensions, and compare periods on any dashboard tile — without leaving the Reporting page.
- Where Are My Clients?Track the real-time locations of your traveling clients, so you can reach them quickly when it matters.
- Custom reportingHow to use Report Builder and AI Assist on the Reporting page to build custom tables and charts, who can access them, and when to use your standard reports instead.
Reporting Guide
Orientation to reporting in Tern - key terms and capabilities to help you get started
Advisor Reports
Reports we recommend advisors use in Tern
- Overview of Advisor ReportsAdvisors have access to several core reports designed to help them understand and manage their individual business performance.
- Report: Your ClientsThe Clients report displays all clients you’ve added to Tern. This makes it easy to track your client base, review your relationships, and plan upcoming follow-ups.
- Report: Your Expected CommissionYour Expected Commission report shows the commissions you anticipate earning from upcoming or unpaid bookings. This is a valuable tool for forecasting revenue and setting monthly or quarterly goals.
- Report: Your Received CommissionThe Received Commission report lists all commissions that have been marked as received, either by you or by your agency. This is essential for maintaining accurate financial records and confirming…
- Report: Your SalesYour Sales report summarizes the total value of your bookings for a selected period. This helps you measure your growth and track your productivity over time.
- Report: Your KPIsThe KPIs report provides a high-level snapshot of your current business health. These key metrics help you quickly understand trends, productivity, and performance.
- Report: Your TripsYour Trips report shows all trips you’ve created, including active and upcoming travel. This helps you stay organized and ensures you’re always prepared for client departures.
Agency Reports
Reports we recommend agency owners use in Tern
- Overview of Agency ReportsAgency-level reports provide leadership, managers, and owners with a full view of business performance across the entire team.
- Report: Agency ClientsThe Agency Clients report shows all clients associated with your agency. This gives visibility into advisor workload, client volume, and potential areas for support or expansion.
- Report: Agency Expected CommissionThe Agency Expected Commission report outlines projected commission across all advisors. This is extremely valuable for understanding future cash flow and planning agency goals.
- Report: Agency Received CommissionThe Agency Received Commission report shows all commissions that have been paid to the agency. This ensures accurate financial tracking and helps validate supplier payments.
- Report: Commission PayoutsThe Commission Payouts report shows all commissions that have been paid from an agency to an advisor. This ensures accurate financial tracking and helps validate agency payments.
- Report: Agency SalesThe Agency Sales report summarizes the total sales generated by your team. This helps you understand business volume, identify top performers, and measure growth over time.
- Report: Agency KPIsYour Agency KPIs dashboard highlights key performance metrics across the entire agency. These indicators help leadership quickly assess business health and evaluate strategic needs.
- Report: Agency TripsThe Agency Trip Pipeline report gives you a clear overview of how your agency’s trip creation activity translates into actual bookings.
- Reporting in Tern: FAQ for Agency OwnersSummarized Q&A from December 19, 2025 Agency Owner Training Series
Additional Resources
Overview of the advisor and agency reporting suites at a glance
- Agency Reporting SuiteLearn about all things reporting in Tern
- Advisor Reporting SuiteLearn about all things reporting in Tern
- How to pull advisor payout data for 1099sThis article walks through how to use the Commission Payouts report to pull the information you need and export it for your accountant or tax filing workflow.
- Recording refunds and cancellation fees FAQs