Step 1

Click the Reports tab then select the Agency Reports tab.

Step 2

Choose the group/agency/manager you'd like to run a report for and then select the report date range. Press Filter to generate the results.

Pro Tip: If you're finding the correct data isn't showing, click Clear All and re-filter. If that doesn't work, you will need to empty your cache and log back in.

Step 3

Review your revenue for each category. You can also see the total revenue collected for that period and any transaction fees that were paid. Click Show Details to see a more detailed breakdown.

You can also see your expenses such as agency subscription costs (Platform Fees) or any bills your agency has paid.

Hint: You can export any of these reports for your accounting software by clicking Export CSV

Other helpful articles: How to generate Agency Reports, Snapshot, Gained/Lost Reporting, Efficiency Reports, Data

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