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Commissions: How to Export Report (Procentive)


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  • Updated

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__1_.png
     
  4. Click the printer icon in the lower left.
    • 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__1_.png
     
  2. Double click to open.
  3. Click Summary Report.

    commissions_summary_report_04-16-2018.png

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