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 left side of the screen. Both selections are available on the Main Menu screen.
- On the Business Graphs & Report screen, click on Commission Statements on the left side of the screen.
- Select either by Company or Commission List Report
- At the bottom of the screen select:
- Date range in the From and To entry fields
- Select a Company in the Filter 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.
- If you selected by Company, you may then print the resulting report by clicking Print in the menu bar at the top.
- If you selected Commission List Report, your report will open in the program that you have associated with *.CSV files. You may then manipulate this data in the newly loaded application as you wish.
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