This report is accessible only by Admin and TC users in Sisu.
The Caps Report provides clear visibility into your team’s progress toward Brokerage and Royalty Caps. Track how close agents are to reaching their caps and see the specific transactions contributing to those totals. This report is designed for Admin/TC users to monitor team performance and for Agents users to understand their cap progress.
Topics in this article:
Filters & Features
The report offers the following filters and features to help you access the precise data you need.
Filters available:
Scope: Choose to view the team or an individual user.
Year: Choose which cap end year you'd like to review.
Features available:
Use the Expand All option in the upper-right corner of the report to view detailed cap information for all agents at once.
When expanded, you’ll be able to see:
Individual transactions contributing to each agent’s cap
The specific adjustments that count toward brokerage and royalty caps
Select Collapse All to hide these details and return to the summarized view.
Understanding Brokerage & Royalty Cap Progress
Refer to the screenshot above to understand how cap progress is displayed for each agent.
→ Renaming Cap Fields
By default, Cap labels are "Brokerage" and "Royalty". If your team uses different terminology, these labels can be customized to reflect different Cap labels throughout the system (including this report).
Admin/TC users can update Cap labels. Here's how:
Navigate to Admin > Commissions > Preferences
Locate the Cap Labels section
Enter your preferred names and click Update
This allows you to align the report language with your team's terminology.
→ Brokerage & Royalty Cap Columns
The Brokerage and Royalty Cap Amount columns both provide a visual breakdown of how much an agent has contributed toward their respective caps for the selected year.
Each column includes:
Progress Bar: A visual indicator of how close the agent is to reaching their cap.
Amount Above the Bar: The total amount applied toward the cap so far.
Maximum Amount (Right Side): The agent’s total cap limit.
Date Range: The cap cycle timeframe in which transactions are counted.
Both sections update automatically as transactions reach the Closed status.
→ Where the Dates Come From
The date range displayed under each cap is based on the agent’s cap year anniversary dates.
These dates are set within the agent’s profile:
Brokerage Cap Year Anniversary Date
Royalty Cap Year Anniversary Date
The report uses these dates to determine which transactions count toward the current cap cycle by using the transaction's Closed (Settlement) Date.
→ Where the Amounts Come From
The values shown in each cap section are pulled from multiple places:
Cap Limits (e.g., $10,000 / $5,000):
Set in the agent’s profile under:Brokerage Cap Amount
Royalty Cap Amount
Progress Amounts (e.g., $2,853.00):
Calculated from transaction data in the Commission Form, specifically:Commission adjustments tied to categories marked to apply toward caps.
Transactions with a Closed (Settlement) Date that falls within the agent’s cap year date range.
ℹ️ Note: Only adjustment categories configured to apply to brokerage or royalty caps will be included in these totals.