Percentage of Business (current accounts set only)
- From
the Durell home screen click “Reports”
- Select
the “General”
tab
- Run
the “Percentage
of business (current accounts set only)”
- Set
the configuration as shown below but using your own date range for the period
you wish to report on:
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.