Generate an Agency Net Back Summary Report

Use the Agency Net Back Summary pane to generate an Agency Net Back Summary report. The report displays a summary of the amounts that agencies paid for each specified portfolio (customer). The Net Back amount is the total amount paid less agency commissions.

To generate an Agency Net Back Summary report

1. In the menu bar, click Reports, click Agencies, and then click the Agency Net Back Summary. The Agency Net Back Summary pane appears.

2. In the Start Date list box, click the start date for which to display data.

3. In the End Date list box, click the end date for which to display data.

4. In the Agencies list box, select the check box for an agency or attorney.

5. In the Portfolios list box, select the check box for a portfolio.

6. Click Get Report.

7. Click the plus sign (+) to expand sections of the report.

8. To modify the report view, see Report Options.

9. To print the report, click Print.

10. To export the report to a Microsoft Excel file, do the following:

1. Click Export to Excel. The Save As dialog box appears.

2. In the File name box, type a name for the file and then click Save.

11. To export the report to a Comma Separate Value (CSV) file, do the following:

1. Click Export to CSV. The Save As dialog box appears.

2. In the File name box, type a name for the file and then click Save.

Related Topics

Report Options

Reports