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1. Access report

From Reports on the main menu:

  • Select Custom Reports

  • Click Agent Remittance By Date

2. Select dates

  • Enter the required date range
    Enter the date range in the fields or click Date Range to select a pre-set range, e.g. last week

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  • Click Report
    The report will open in Microsoft Excel

3. Excel report

  • The first sheet in the Excel workbook is a PivotTable, use the PivotTable Field List to display the data in varying ways

  • The second sheet in the workbook entitled Agent remittance shows the full breakdown of transactions

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Excerpt
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How to use the Agent Remittance By Date report to reprint agent remittance or report on agent fees paid to the business account

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