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Downloading Settled Deals Export from MyCRM

This process helps you generate a detailed export of all settled deals over the past five years in MyCRM. By following the steps below, you'll be able to access comprehensive data on settlement volumes, ensuring all relevant deal information is captured for your reporting needs. Make sure to select all columns to ensure no data is missed in your export.

1. Navigate to Reporting: 
  • On the left menu, select Reporting. 

2. New Reporting:

  • Select New Reporting or New Reporting [Expiring] section.
3. Select Business Overview: 
  • Choose Business Overview from the options. 
4. Open Settlement Volumes: 
  • Click on Settlement Volumes. 
5. Show Underlying Data: 
  • Set a date range filter to the last five (5) years (or whatever makes sense for the broker - sometimes it's longer than that).
  • Click the three (3) dots, then select Show underlying data from the drop-down menu. 

6. Edit Columns: 

  • Click Edit columns and select all columns. 

7. Download the CSV

  • Click Done, then select Download CSV to export the data. 

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