Percentage of Business

Percentage of Business

1. From the Durell home screen click “Reports”
   

1. Select the “General” tab
   
2. Run the “Percentage of business (all accounts sets to Excel)”
3. Set the configuration as shown below but using your own date range for the period you wish to report on:

1. A report detailing all of your Product types and their total Premium, Commission and Brokerage Fees for the period will now be displayed for you.