Agent Generated 1099 Transaction Detail Report
9 steps
|
30 seconds
Please note that the Agent must log in under their profile to be able to generate this report. Reports are not available under the Impersonate function.
1
Navigate to Brokerage Engine
2
The Agent has logged in under their profile.
3
Click "Reports"
4
Click "1099 Transaction Detail Report"
5
Select a Custom date from the dropdown.
6
Or click on the small calendar icons to set a date.
7
Click "Generate"
8
The report will then display with the date parameters selected.
9
A total number will display at the bottom.
