LockedOn features a range of agency reporting tools, which you can easily generate and download in the Reports section.
Accessing the reports section
Click on the Reports button in the side menu on the left. It will look like a small graph icon.
Customising and generating a report
There are a range of reports to choose from, each with it's own customisation options. Here's how to customise and generate a report.
Click on the report you wish to generate e.g. Commissions
Configure the report options as needed. Typically this will be the date range of the report (start and end), but may include further options depending on the report type
Click Generate Report.
An overlay will appear which will show your report - from here you can print or download a PDF report. You can also update your report configuration and generate a new report.
If you are the owner of the LockedOn account, you will also be able to download any report information to a CSV file. This option will be next to the Download PDF option.
