Brokerage Engine Support

Fee Summary Report


Overview:

In this article, we'll cover how to locate and utilize the  Fee Summary Report.  This report specific purpose is to allow user to locate how much has been charged for a particular fee on a transaction over a specific period of time. Please find the available resources below.


Permission Level:  Admin + Commission


Report Details:

  • Designed to look up one specific fee at a time
  • Provides total amount in fee charged across ALL ClOSED transactions during the selected time frame
  • Can select from Pre-Filtered date ranges or select your custom time frame
  • Ability to download to csv/excel


Navigation:

Click directly on image to enlarge







Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article