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Commissions: How to Export Report

Overview

This article will instruct you on how to export a previously saved commissions report to an Excel spreadsheet.

Export Report Detail

  1. Locate created report in the Commissions Module

    Commissions Export 10042017.png
     
  2. Double click to open.
  3. Check the box Use Client Num on Report.

    commissions window use cl number1032017.png

     
  4. Click the printer icon print.lt.gif.
    • A report window will open

      commissions load excel 04-16-2018.png
       
  5. Click Load Excel.

Export Summary Report

  1. Locate created report in the Commissions Module

    Commissions Export 10042017.png
     
  2. Double click to open.
  3. Click Summary Report.

    commissions summary report 04-16-2018.png

 

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