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Exporting/Downloading Commission Report from MyCRM

This guide helps you efficiently export a commission report from MyCRM. Follow the steps to access the Trail Payments tab, filter data from the last three months, and export all relevant commission details. Make sure to select all columns to capture comprehensive information before downloading the CSV report. Perfect for keeping track of your commissions and managing data with ease.

Follow these steps to export or download your Commission Report from MyCRM:

  1. Log in to MyCRM
    • Use your credentials to log in to MyCRM.
      Step1
  2. Access the Reporting Section
    • From the left-hand menu, select Reporting.
    • Navigate to the Commissions menu.
      Step2
  3. Open the Commissions Module
    • In the Commissions section, select the Trail Payments tab.
      Slide3-2
  4. Download the Trail Payments Report
    • On the Trail Payments tab, click the three horizontal dots in the top-right corner.
    • From the dropdown menu, select Download.
      Slide4-2