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Run Agency Margin report

  • Updated
  1. Hover over ‘Reports’ on the menu bar.
  2. Select ‘Internal’ from the drop-down.
  3. Select ‘Agency Margin report’.
  4. Adjust the date range and click ‘Update’.
  5. This report can then be exported as CSV by clicking the ‘Export as CSV’ button at the bottom of the page.
  6. The report will appear in the tab at the bottom of your screen for you to download/save.