How to Run Agent Revenue Summaries

From the Deal Menu --> Revenue Summary 

OR

Reporting Menu --> Deals --> Monthly --> Agent Revenue Summary

• Agent -  If you wish to run for all agents leave contact field blank
  • If you want to run for a specific agent enter their name in to the contact field
• The Date Fields are defaulted to the start of the current year and the end of the current year.
• • Adjust the dates if desired.
• Franchise – If contact field is left blank, you may choose to only run for agents in a specific franchise by entering a franchise from the drop down list.
• Filter Type - Paid, Forecasted or Both.

If you wish to run for all agents in all franchises leave Contact field and Franchise field blank.