Brokerage Engine Support

Fee Summary Report


Overview:

In this article, we will cover how to locate and utilize the Fee Summary Report. This report's purpose is to allow users to see how much a particular fee has been charged 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 the total amount in fees charged across ALL CLOSED transactions during the selected time frame
  • Can select from Pre-Filtered date ranges or select a custom time frame
  • Ability to download to CSV/Excel


Navigation:

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