Click the Reports tab then select the Agency Reports tab.

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.

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