Business Reports

Productivity Tip

Business reports cover various aspects of your Practice. No more manually updated spreadsheets tracking outstanding business and commissions. Key values of your Practice are available at the touch of a button. Reports are available at an Individual broker level and also a Practice (Owner) level. Reporting can be restricted depending on your permission level. See your database administrator about this.

Run Broker Reports

1.	One the top menu bar, select Reports and choose Business.

2.	Select Broker.

3.	Select the desired Report

4.	Click Create.

Run Owner Reports

1.	One the top menu bar, select Reports and choose Business.

2.	Select Owner.

3.	Select the desired Report.

4.	Click Create