Question / Issue |
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How do I generate a commissions report for each of the companies I do business with? |
Answer / Solution |
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Generating Company Commissions Report:
- Click on Business Report from either the center menu from Main Options section or from the Agency Report section on the right side of the screen. Both selections are available on the Main Menu screen.
- On the Business Graphs & Report screen, click on Click for Reports Menu black bar on the right side of the screen.
- Select Comm. Statement.
- At the bottom of the screen select:
- Date range in the From and To entry fields
- Select a Company in the Generate for entry field.
- Click the Generate button at the bottom right of the screen to display that company's commission report for the date range you selected.
- Click on the print icon at the top left of the screen to print this report OR the icon next to the print icon to export the report.
- Once you have completed all necessary reports, click on Done to exit the screen.
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