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The Finance Shop Knowledgebase Menu
The Finance Shop Knowledgebase Menu
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This article shows you how to amend run a report for a specific broker.

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 In this example, we will
use the Finance Applications Volumes -detailed.  The Crit.Method (On the right) MUST BE Std Crit. to be able to do this
be using the  Finance Application Volumes Brief - detailed.


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When you first run the report you will see the standard criteria.

You can amend these criteria as required.

You can also add to the criteria.


We are going to add the broker to this report.

Click on the + next to Application (Indicated to the right)

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To add the broker follow these steps;

  1. Click on Broker/Team.
  2. Click on Application Broker (Select).
  3. Click on the  >> button to move the criteria to Required Criteria.
  4. Select theBroker that you want to add.
  5. Click OK.

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The report will now only report on the broker Mr David Lovick.



You can modify any of the criteria in the report by double-clicking on it.  Below you can see that the Settlement Actual has been double clicked to change the report's period to Previous Quarter.


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