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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.

1. Log in to MyCRM: 
  • Access your CRM tool and login.
2. Navigate to Reporting - > Commissions:
  • On the left menu, expand Reporting and select Commissions. 
3. Access the Trail Payments Tab:
  • In the centre of the page, click on the Trail Payments tab.
4. Export commission data: 
  • Set a date range filter to the last three (3) months.
  • Click the three dots in the upper right corner next to Explore.
  • From the drop-down menu, select Download. 
5. Select CSV as a file format:
  • Select CSV option in the pop-up

6. Download the CSV